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N••••••• V•••••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

N••••••• V•••••• G••••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

JACKSONVILLE, FL

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:54eb9299-0490-273c-754c-51ce7395d5de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 26, 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•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 2, 2022	n/a	yes	JACKSONVILLE, FL	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Jul 21, 2022	Sep 1, 2022	no	Jacksonville, FL\|GREENWOOD VILLAGE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Sep 1, 2022	Dec 2, 2022	92	Firm change	Ibd to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E•••••• A••••••• G••••• L••	Jul 5, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:112058:FL:2022-06-28	Jul 5, 2022	Jul 21, 2022	JACKSONVILLE, FL	Firm change

Relationships

Registered with (2)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 26, 2017 to Jul 5, 2022factForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Jul 21, 2022 to Sep 1, 2022factForm ADV

Dated events

Occurred
Sep 1, 2022
Advisor changed firm
N••••••• V•••••• G•••••• left E•••••• A••••••• G••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2022-12-02)
Form ADVobserved 7 days ago
Occurred
Jul 5, 2022
Advisor changed firm
N••••••• V•••••• G•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••••• A••••••• G••••• L•• (registered 2022-07-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54eb9299-0490-273c-754c-51ce7395d5de
First observed: Sep 26, 2017
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.