E••• K• B•••

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

DENVER, CO | Kennebunk, ME

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:5acab350-dcad-02b1-ad46-1f4061c0dd8e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2014 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: Feb 27, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Apr 10, 2026	n/a	yes	Kennebunk, ME\|DENVER, CO	Current employment
C•••••• O•• C•••••• M•••••••••	Former SEC adviser	Sep 30, 2015	Aug 26, 2026	no	Kennebunk, ME\|Portland, ME\|PORTSMOUTH, NH\|PORTLAND, ME\|Kennebunk, ME

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• O•• C•••••• M•••••••••	M••••• G••••• A••••••• I•••	Aug 26, 2026	Apr 10, 2026	-138	Firm change after gap	RIA to RIA
M••••• S••••••	C•••••• O•• C•••••• M•••••••••	Sep 25, 2015	Sep 30, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
120870:147363:ME:2026-08-26	Aug 26, 2026	Apr 10, 2026	KENNEBUNK, ME	Firm change after gap

Relationships

Registered with (3)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Apr 10, 2026 to presentfactForm ADV
→ C•••••• O•• C•••••• M•••••••••Registered adviserregistration: previous registration
Sep 30, 2015 to Aug 26, 2026factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Mar 17, 2014 to Sep 25, 2015factForm ADV

Dated events

Occurred
Aug 26, 2026
Advisor changed firm
E••• K• B••• left C•••••• O•• C•••••• M••••••••• for M••••• G••••• A••••••• I••• (registered 2026-04-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5acab350-dcad-02b1-ad46-1f4061c0dd8e
First observed: Mar 17, 2014
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.