DFX Intelligence

D•••• K••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor31 years in industry

D•••• K••• M•••••

Advisor at M• G•• W•••••

SPOKANE, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Jul 26, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

D•••• K••• M•••••

Private equity principal · Key CRD individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M• G•• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 27, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M• G•• W•••••	Independent wealth	Sep 7, 2023	n/a	yes	SPOKANE, WA	Current employment
M•••••••	Former SEC adviser	Apr 25, 2016	Oct 2, 2023	no	Spokane, WA\|SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••••	M• G•• W•••••	Oct 2, 2023	Sep 7, 2023	-25	Firm change	RIA to new firm
S••••• C•••••• M••••••••• L••	M•••••••	Apr 4, 2016	Apr 25, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
166580:327967:WA:2023-10-02	Oct 2, 2023	Sep 7, 2023	SEATTLE, WA	Firm change
106812:166580:WA:2016-04-04	Apr 4, 2016	Apr 25, 2016	SEATTLE, WA	Firm change

Relationships

Registered with (6)

→ M• G•• W•••••Registered adviserregistration: current employment
Sep 7, 2023 to presentfactForm ADV
→ M•••••••Registered adviserregistration: previous registration
Apr 25, 2016 to Oct 2, 2023factForm ADV
→ S••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 3, 2008 to Apr 4, 2016factForm ADV
→ S••••• C•••••• S••••••••• L••Registered adviser

Dated events

Order

Occurred
2 Oct 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 26, 2000
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.