DFX Intelligence

M•••••• M• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

M•••••• M• M••••••

Advisor at M••••• G••••• A••••••• I•••

Jacksonville, FL | DENVER, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 20, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Dec 6, 2023	n/a	yes	Jacksonville, FL\|DENVER, CO	Current employment
P•••••• W••••• S••••••••• L•••	Former SEC adviser	Jan 20, 2017	Feb 6, 2024	no	JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• W••••• S••••••••• L•••	M••••• G••••• A••••••• I•••	Feb 6, 2024	Dec 6, 2023	-62	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
146543:147363:FL:2024-02-06	Feb 6, 2024	Dec 6, 2023	JACKSONVILLE, FL	Firm change after gap

Relationships

Registered with (2)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Dec 6, 2023 to presentfactForm ADV
→ P•••••• W••••• S••••••••• L•••Registered adviserregistration: previous registration
Jan 20, 2017 to Feb 6, 2024factForm ADV

Dated events

Order

Occurred
6 Feb 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 20, 2017
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.