DFX Intelligence

R••• A•••• F••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

R••• A•••• F••••••

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

DENVER, CO | WESLEY CHAPEL, FL

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Search this name across graphsid dfx:ria:baa64e05-ed58-5423-7acf-f37b56ee5a02

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 20, 2017 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: M••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Sep 12, 2022	n/a	yes	WESLEY CHAPEL, FL\|DENVER, CO	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Mar 1, 2019	Aug 18, 2022	no	Tampa, FL\|AUSTIN, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	M••••• G••••• A••••••• I•••	Aug 18, 2022	Sep 12, 2022	25	Firm change	Ibd to RIA
M••••• S••••••	K••••• A••••••• S•••••••• L••	Feb 22, 2019	Mar 1, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
145507:281234:FL:2017-12-11	Dec 12, 2017	Apr 30, 2018	TAMPA, FL	Firm change

Relationships

Registered with (5)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Sep 12, 2022 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 1, 2019 to Aug 18, 2022factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jul 11, 2018 to Feb 22, 2019factForm ADV
→ C••••••••• F••••••••• L••

Dated events

Occurred
Aug 18, 2022
Advisor changed firm
R••• A•••• F•••••• left K••••• A••••••• S•••••••• L•• for M••••• G••••• A••••••• I••• (registered 2022-09-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:baa64e05-ed58-5423-7acf-f37b56ee5a02
First observed: Apr 20, 2017
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.