DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant10 years in industry

D•••••• J•••• W••••

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

DENVER, CO | Ann Arbor, MI

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:51572fbe-567b-55a9-4c8b-58c15059d115

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 9, 2019 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: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Dec 19, 2022	n/a	yes	DENVER, CO\|Ann Arbor, MI	Current employment
V•••••• F•••••••• S••••••• L••	Former SEC adviser	May 25, 2022	Feb 23, 2023	no	ANN ARBOR, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• F•••••••• S••••••• L••	M••••• G••••• A••••••• I•••	Feb 23, 2023	Dec 19, 2022	-66	Firm change after gap	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	V•••••• F•••••••• S••••••• L••	Jul 23, 2021	May 25, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
105271:147363:MI:2023-02-23	Feb 23, 2023	Dec 19, 2022	ANN ARBOR, MI	Firm change after gap

Relationships

Registered with (4)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Dec 19, 2022 to presentfactForm ADV
→ V•••••• F•••••••• S••••••• L••Registered adviserregistration: previous registration
May 25, 2022 to Feb 23, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 7, 2020 to Jul 23, 2021factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Feb 23, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51572fbe-567b-55a9-4c8b-58c15059d115
First observed: May 9, 2019
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.