S••••• H•••

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

Granbury, TX | 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:5b1cbc16-7a5b-e5b8-31a9-3b4dd65bd4eb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 3, 2005 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: May 2, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Jan 14, 2022	n/a	yes	Granbury, TX\|DENVER, CO	Current employment
L••• P•••• W••••• M••••••••• L••	Former SEC adviser	Jul 9, 2021	Jun 9, 2022	no	HEATH, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••• P•••• W••••• M••••••••• L••	M••••• G••••• A••••••• I•••	Jun 9, 2022	Jan 14, 2022	-146	Firm change after gap	Other
P•• M•••••• A•••••• S••••••••• I•••	L••• P•••• W••••• M••••••••• L••	Jun 2, 2021	Jul 9, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
170398:147363:TX:2022-06-09	Jun 9, 2022	Jan 14, 2022	HEATH, TX	Firm change after gap
7870:111514:TX:2016-07-25	Aug 8, 2016	Jul 28, 2016	WESTL•••, TX	Firm change

Relationships

Registered with (7)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Jan 14, 2022 to presentfactForm ADV
→ L••• P•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 9, 2021 to Jun 9, 2022factForm ADV
→ P•• M•••••• A•••••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 11, 2021 to Jun 2, 2021factForm ADV
→ F•••• C•••••• A••••••• S•••••••

Dated events

Occurred
Jun 9, 2022
Advisor changed firm
S••••• H••• left L••• P•••• W••••• M••••••••• L•• for M••••• G••••• A••••••• I••• (registered 2022-01-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5b1cbc16-7a5b-e5b8-31a9-3b4dd65bd4eb
First observed: May 3, 2005
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.