S•••• E• G•••••

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

••• Locked

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:6b7b63c6-88ae-213b-eee3-49d54269956f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Mar 30, 1998 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 22, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8

Registration history

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Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Jun 1, 2026	n/a	yes	DENVER, CO\|Mill Valley, CA\|Heber City, UT	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 29, 2023	Jan 27, 2026	no	Mill Valley, CA\|MILL VALLEY, CA

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
C••• L••	C••••• I••••••••• A••••••• L••	Jun 2, 2026	Jun 29, 2023	-1,069	Firm change after gap	Ibd to ibd
C••••• I••••••••• A••••••• L••	M••••• G••••• A••••••• I•••	Jan 27, 2026	Jun 1, 2026

Team moves

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Team	Left	Joined	From	Kind
13572:155344:CA:2023-06-16	Jun 29, 2023	Dec 18, 2020	MILL VALLEY, CA	Firm change after gap

Relationships

Registered with (9)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Jun 1, 2026 to presentfactForm ADV
→ C••• L••Registered adviserregistration: previous registration
Dec 18, 2020 to Jun 2, 2026factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 29, 2023 to Jan 27, 2026factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

Occurred
Jun 2, 2026
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 27, 2026
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 29, 2023
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6b7b63c6-88ae-213b-eee3-49d54269956f
First observed: Mar 30, 1998
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.