DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

M••• A•••• G••••

Advisor at T•• W••••• C••••••••• G••••

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:a834e9df-c2ac-f344-7d54-890580b1cd48

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2002 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: T•• W••••• C••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 13, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• C••••••••• G••••	Independent wealth	Nov 12, 2014	n/a	yes	SAN DIEGO, CA	Current employment
N•• E•••••• S••••••••• C•••••••••	Former SEC adviser	Aug 22, 2013	Nov 14, 2014	no	SAN DIEGO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•• E•••••• S••••••••• C•••••••••	T•• W••••• C••••••••• G••••	Nov 14, 2014	Nov 12, 2014	-2	Firm change	Other
M•• F•••••••• S•••••••• I•••	N•• E•••••• S••••••••• C•••••••••	Aug 13, 2013	Aug 22, 2013

Relationships

Registered with (3)

→ T•• W••••• C••••••••• G••••Registered adviserregistration: current employment
Nov 12, 2014 to presentfactForm ADV
→ N•• E•••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Aug 22, 2013 to Nov 14, 2014factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jun 12, 2002 to Aug 13, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a834e9df-c2ac-f344-7d54-890580b1cd48
First observed: Jun 12, 2002
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.