C••••• A• B••••

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

Kirkland, WA | 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:6400ecc8-a537-9f1e-d793-4a8fdc13a553

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2018 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: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom 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	Nov 8, 2021	n/a	yes	DENVER, CO\|Kirkland, WA	Current employment
M••••• A•••••••• I•••	Former SEC adviser	Mar 5, 2020	Dec 13, 2021	no	KIRKLAND, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• A•••••••• I•••	M••••• G••••• A••••••• I•••	Dec 13, 2021	Nov 8, 2021	-35	Firm change after gap	RIA to RIA
P•••• S••••••••• L••	M••••• A•••••••• I•••	Jan 14, 2020	Mar 5, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
106603:147363:WA:2021-12-13	Dec 13, 2021	Nov 8, 2021	KIRKLAND, WA	Firm change after gap

Relationships

Registered with (3)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Nov 8, 2021 to presentfactForm ADV
→ M••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 5, 2020 to Dec 13, 2021factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Jul 25, 2018 to Jan 14, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6400ecc8-a537-9f1e-d793-4a8fdc13a553
First observed: Jul 25, 2018
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.