DFX Intelligence

T••••• D•••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

T••••• D•••••• W•••••

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

LIVONIA, MI | DENVER, CO

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Aug 27, 2008 to Sep 15, 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: Aug 14, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	May 6, 2026	n/a	yes	DENVER, CO\|LIVONIA, MI	Current employment
M••••••• C•••••• M••••••••• L••	Independent wealth	Mar 8, 2019	Apr 27, 2026	no	GRAND BLANC, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• C•••••• M••••••••• L••	M••••• G••••• A••••••• I•••	Apr 27, 2026	May 6, 2026	9	Firm change	RIA to RIA
G•••• L•••• W•••••• L••	M••••••• C•••••• M••••••••• L••	Jan 11, 2019	Mar 8, 2019

Relationships

Registered with (10)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
May 6, 2026 to presentfactForm ADV
→ M••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 8, 2019 to Apr 27, 2026factForm ADV
→ G•••• L•••• W•••••• L••Registered adviserregistration: previous registration
Sep 18, 2018 to Jan 11, 2019factForm ADV
→ S•••••••• I••••••••• M•••••••••

Dated events

Order

Occurred
27 Apr 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 27, 2008
Last observed: Sep 15, 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.