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

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RIA / WealthAdvisor29 years in industry

M•••••• H•••• G••••••

Advisor at O•••••••••

Basking Ridge, NJ | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:4e493759-5036-db21-939f-33c094823a81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 29, 2003 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: O•••••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 2, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Dec 8, 2021	n/a	yes	Basking Ridge, NJ\|OVERLAND PARK, KS	Current employment
C••••••••• C•••••• M••••••••• I•••	Independent wealth	Mar 23, 2004	Feb 7, 2014	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• • M•••••••• L••	C••••••••• C•••••• M••••••••• I•••	Jul 20, 2022	Mar 23, 2004	-6,693	Firm change after gap	Other
C••••••••• C•••••• M••••••••• I•••	O•••••••••	Feb 7, 2014

Relationships

Registered with (4)

→ O•••••••••Registered adviserregistration: current employment
Dec 8, 2021 to presentfactForm ADV
→ G•••••• • M•••••••• L••Registered adviserregistration: previous registration
Oct 29, 2003 to Jul 20, 2022factForm ADV
→ C••••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 23, 2004 to Feb 7, 2014factForm ADV
→ A•• C••••••• I•••Registered adviser

Dated events

Occurred
Jul 20, 2022
Advisor changed firm
M•••••• H•••• G•••••• left G•••••• • M•••••••• L•• for C••••••••• C•••••• M••••••••• I••• (registered 2004-03-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e493759-5036-db21-939f-33c094823a81
First observed: Oct 29, 2003
Last observed: Sep 14, 2026 8 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.