A•••••• W••••

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

Clearwater, MN | 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:586f80d9-a066-f3d0-7782-5e44fcac6a4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 9, 2020 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, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom 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	Mar 12, 2026	n/a	yes	Clearwater, MN\|DENVER, CO	Current employment
F•••••••• F••••••••	n/a	Feb 19, 2025	Dec 24, 2025	no	CLEARWATER, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• F••••••••	M••••• G••••• A••••••• I•••	Dec 24, 2025	Mar 12, 2026	78	Firm change	Other
B••••••••• W••••• M••••••••• L••	F•••••••• F••••••••	Dec 13, 2024	Feb 19, 2025

Relationships

Registered with (4)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Mar 12, 2026 to presentfactForm ADV
→ F•••••••• F••••••••Registered adviserregistration: previous registration
Feb 19, 2025 to Dec 24, 2025factForm ADV
→ B••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 6, 2023 to Dec 13, 2024factForm ADV
→ B•••••••• W••••• M••••••••• L••

Dated events

Occurred
Dec 24, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Dec 13, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:586f80d9-a066-f3d0-7782-5e44fcac6a4b
First observed: Mar 9, 2020
Last observed: Sep 14, 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.