DFX Intelligence

T•••••• D• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

T•••••• D• G••••

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

RICHARDSON, TX | DENVER, CO

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Search this name across graphsid dfx:ria:ab5adac9-ccab-f11b-6439-41cfcbaad4eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 23, 2009 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: M••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 7, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Nov 2, 2021	n/a	yes	RICHARDSON, TX\|DENVER, CO	Current employment
Q•••• C•••••• M••••••••• I•••	Former SEC adviser	Sep 26, 2012	Mar 22, 2022	no	DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Q•••• C•••••• M••••••••• I•••	M••••• G••••• A••••••• I•••	Mar 22, 2022	Nov 2, 2021	-140	Firm change after gap	RIA to RIA
L•• F•••••••• L••	Q•••• C•••••• M••••••••• I•••	Aug 8, 2012	Sep 26, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
114690:147363:TX:2022-03-22	Mar 22, 2022	Nov 2, 2021	DALLAS, TX	Firm change after gap

Relationships

Registered with (3)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Nov 2, 2021 to presentfactForm ADV
→ Q•••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Sep 26, 2012 to Mar 22, 2022factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 23, 2009 to Aug 8, 2012factForm ADV

Dated events

Occurred
Mar 22, 2022
Advisor changed firm
T•••••• D• G•••• left Q•••• C•••••• M••••••••• I••• for M••••• G••••• A••••••• I••• (registered 2021-11-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab5adac9-ccab-f11b-6439-41cfcbaad4eb
First observed: Feb 23, 2009
Last observed: Sep 14, 2026 8 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.