DFX Intelligence

J••••• M• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

J••••• M• G•••••

Advisor at G•••••• G•••••• • S••••• L••

••• Locked

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Search this name across graphsid dfx:ria:65849fa1-3df6-8340-ecb5-ffba580ddb18

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 27, 2015 to Sep 14, 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: G•••••• G•••••• • S••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 22, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• G•••••• • S••••• L••	Independent wealth	Jun 16, 2017	n/a	yes	SCOTTSDALE, AZ\|Ann Arbor, MI\|BLOOMFIELD, CO\|Fort Collins, CO	Current employment
G•••••• G•••••• • S••••• L••	Independent wealth	Oct 27, 2015	Dec 19, 2016	no	SCOTTSDALE, AZ

Relationships

Registered with (1)

→ G•••••• G•••••• • S••••• L••Registered adviserregistration: previous registration
Oct 27, 2015 to Dec 19, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65849fa1-3df6-8340-ecb5-ffba580ddb18
First observed: Oct 27, 2015
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.