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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

M•••••• B••• G••••••••

Advisor at P•• A•••••••

Phoenix, AZ | Glendale, AZ | Peoria, AZ

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Search this name across graphsid dfx:ria:b2597058-03de-a35f-7204-d7216dc82a01

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 18, 2012 to Sep 15, 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: P•• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P•• A•••••••	Independent wealth	Mar 26, 2024	n/a	yes	Glendale, AZ\|Glendale, AZ\|Phoenix, AZ\|Peoria, AZ\|Phoenix, AZ	Current employment
U••• B•••••• A•••••••• L••	Bd affiliated wealth	Apr 2, 2020	Oct 16, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U••• B•••••• A•••••••• L••	P•• A•••••••	Oct 16, 2023	Mar 26, 2024	162	Firm change	Ibd to RIA
V••••••• A•••••••• I•••	U••• B•••••• A•••••••• L••	Mar 31, 2020

Relationships

Registered with (5)

→ P•• A•••••••Registered adviserregistration: current employment
Mar 26, 2024 to presentfactForm ADV
→ U••• B•••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 2, 2020 to Oct 16, 2023factForm ADV
→ V••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 17, 2017 to Mar 31, 2020factForm ADV
→ U••• F•••••••• P••••••• S•••••••

Dated events

Occurred
Oct 16, 2023
Advisor changed firm
M•••••• B••• G•••••••• left U••• B•••••• A•••••••• L•• for P•• A••••••• (registered 2024-03-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2597058-03de-a35f-7204-d7216dc82a01
First observed: Oct 18, 2012
Last observed: Sep 15, 2026 7 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.