DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

D•••••• C• T•••••

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

DENVER, CO | Dallas, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 15, 2017 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: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Nov 22, 2021	n/a	yes	Dallas, TX\|DENVER, CO	Current employment
Q•••• C•••••• M••••••••• I•••	Former SEC adviser	Jul 15, 2017	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 22, 2021	-120	Firm change after gap	RIA to RIA

Team moves

••• Locked

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

Relationships

Registered with (2)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Nov 22, 2021 to presentfactForm ADV
→ Q•••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 15, 2017 to Mar 22, 2022factForm ADV

Dated events

Order

Occurred
22 Mar 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 15, 2017
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.