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

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RIA / WealthAdvisor10 years in industry

D••••• E•••••

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

Mesa, AZ | DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:50c805cc-b8b8-2cfa-77a1-625818dde667

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 23, 2020 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

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
M••••• G••••• A••••••• I•••	Independent wealth	Dec 16, 2024	n/a	yes	Mesa, AZ\|DENVER, CO	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 31, 2024	Dec 9, 2024	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
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• G••••• A••••••• I•••	Dec 9, 2024	Dec 16, 2024	7	Firm change	Wirehouse to RIA
M••••• S••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jun 7, 2024

Relationships

Registered with (3)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Dec 16, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 31, 2024 to Dec 9, 2024factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jan 23, 2020 to Jun 7, 2024factForm ADV

Dated events

Occurred
Dec 9, 2024
Advisor changed firm
D••••• E••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• G••••• A••••••• I••• (registered 2024-12-16)
Form ADVobserved 7 days ago
Occurred
Jun 7, 2024
Advisor changed firm
D••••• E••••• left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-07-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50c805cc-b8b8-2cfa-77a1-625818dde667
First observed: Jan 23, 2020
Last observed: Sep 15, 2026 7 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.