DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner29 years in industry

M•••••• G••• S••••••

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

Denver, CO | DENVER, CO

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Search this name across graphsid dfx:ria:8c9f889e-6246-6f27-127a-c899cafb8a9f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 16, 2000 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: Apr 8, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Jan 12, 2024	n/a	yes	DENVER, CO\|Denver, CO	Current employment
T••••••••• W••••• M••••••••• L••	Former SEC adviser	Nov 21, 2007	Aug 9, 2024	no	GREENWOOD VILLAGE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• W••••• M••••••••• L••	M••••• G••••• A••••••• I•••	Aug 9, 2024	Jan 12, 2024	-210	Firm change after gap	RIA to RIA
B••••••• I••••••••• S•••••••• I••• •••••	T••••••••• W••••• M••••••••• L••	Nov 13, 2007	Nov 21, 2007

Team moves

••• Locked

Team	Left	Joined	From	Kind
107812:147363:CO:2024-08-09	Aug 9, 2024	Jan 12, 2024	GREENWOOD VILLAGE, CO	Firm change after gap

Relationships

Registered with (6)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Jan 12, 2024 to presentfactForm ADV
→ T••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 21, 2007 to Aug 9, 2024factForm ADV
→ B••••••• I••••••••• S•••••••• I••• •••••Registered adviserregistration: previous registration
Sep 18, 2006 to Nov 13, 2007factForm ADV
→ I••••• F•••••••• C•••••••••

Dated events

Occurred
Aug 9, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c9f889e-6246-6f27-127a-c899cafb8a9f
First observed: Feb 16, 2000
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.