DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner33 years in industry

D••••• E•••• C••••••

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

Fort Collins, CO | DENVER, CO

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Search this name across graphsid dfx:ria:596e2ef9-c058-82be-350f-5394331d82eb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 1, 1999 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 public••• Locked
Industry start: Apr 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom 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	Nov 1, 2024	n/a	yes	Fort Collins, CO\|DENVER, CO	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Feb 11, 2009	Nov 7, 2024	no	DENVER, CO\|SAINT PETERSBURG, FL\|FORT C••••••, CO\|FORT C••••••, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	M••••• G••••• A••••••• I•••	Nov 7, 2024	Nov 1, 2024	-6	Firm change	Ibd to RIA
C••••• • C••••••• L••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Oct 19, 2010	Feb 11, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:147363:CO:2024-11-07	Nov 7, 2024	Nov 1, 2024	FORT C••••••, CO	Firm change

Relationships

Registered with (4)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Nov 1, 2024 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Feb 11, 2009 to Nov 7, 2024factForm ADV
→ C••••• • C••••••• L••Registered adviserregistration: previous registration
Oct 20, 2004 to Oct 19, 2010factForm ADV
→ M• J• S•••• A•• A•••••••••

Dated events

Occurred
Nov 7, 2024
Advisor changed firm
D••••• E•••• C•••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for M••••• G••••• A••••••• I••• (registered 2024-11-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:596e2ef9-c058-82be-350f-5394331d82eb
First observed: Jan 1, 1999
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.