DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

M•••••• J••• G•••••••

Advisor at S•••••••• I••••• G•••• L••

CHANDLER, AZ

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Search this name across graphsid dfx:ria:ac7029e1-711f-5e83-1665-71d6526e1151

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2004 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: S•••••••• I••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 17, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••••• I••••• G•••• L••	Independent wealth	Mar 20, 2013	n/a	yes	CHANDLER, AZ	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 26, 2004	Mar 8, 2013	no	MESA, AZ\|GILBERT, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	S•••••••• I••••• G•••• L••	Mar 8, 2013	Mar 20, 2013	12	Firm change	Wirehouse to new firm

Relationships

Registered with (2)

→ S•••••••• I••••• G•••• L••Registered adviserregistration: current employment
Mar 20, 2013 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 26, 2004 to Mar 8, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac7029e1-711f-5e83-1665-71d6526e1151
First observed: Jul 26, 2004
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.