DFX Intelligence
Reading the graph
Reading the graph
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Advisor at M••••• G••••• A••••••• I•••
Ann Arbor, MI | DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| M••••• G••••• A••••••• I••• | Independent wealth | Dec 19, 2022 | n/a | yes | DENVER, CO|Ann Arbor, MI | Current employment |
| V•••••• F•••••••• S••••••• L•• | Former SEC adviser | Aug 6, 2020 | Feb 23, 2023 | no | ANN ARBOR, MI |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| V•••••• F•••••••• S••••••• L•• | M••••• G••••• A••••••• I••• | Feb 23, 2023 | Dec 19, 2022 | -66 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105271:147363:MI:2023-02-23 | Feb 23, 2023 | Dec 19, 2022 | ANN ARBOR, MI | Firm change after gap |