DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

M•••••• G••• W•••••

Advisor at F•••••••• F••••• O•••••

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:b2dd0423-f198-1071-bfcb-94db137b9f73

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Aug 3, 2012 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M•••••• G••• W•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F•••••••• F••••• O•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 31, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• F••••• O•••••	Independent wealth	Jan 21, 2022	n/a	yes	SCOTTSDALE, AZ	Current employment
T••••• F••••• O•••••• I•••	Independent wealth	Jan 17, 2019	Nov 4, 2021	no	NEWPORT BEACH, CA\|Phoenix, AZ\|Phoenix, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• F••••• O•••••• I•••	F•••••••• F••••• O•••••	Nov 4, 2021	Jan 21, 2022	78	Firm change	RIA to new firm
M•• A•••••••••	T••••• F••••• O•••••• I•••	Dec 17, 2018	Jan 17, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
106079:317615:AZ:2021-11-04	Nov 4, 2021	Jan 21, 2022	PHOENIX, AZ	Firm change

Relationships

Registered with (4)

→ F•••••••• F••••• O•••••Registered adviserregistration: current employment
Jan 21, 2022 to presentfactForm ADV
→ T••••• F••••• O•••••• I•••Registered adviserregistration: previous registration
Jan 17, 2019 to Nov 4, 2021factForm ADV
→ M•• A•••••••••Registered adviserregistration: previous registration
Feb 28, 2013 to Dec 17, 2018factForm ADV
→ G•• A••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2dd0423-f198-1071-bfcb-94db137b9f73
First observed: Aug 3, 2012
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.