DFX Intelligence

M•••• E•••••••• K•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

M•••• E•••••••• K•••••

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

ST. LOUIS, MO | Denver, CO

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Search this name across graphsid dfx:ria:c0a73b72-0473-08b7-3218-493b3279a7eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 10, 2012 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•••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 17, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G•••• I••••••••• A•••••••• L••	Independent wealth	Sep 17, 2019	n/a	yes	Denver, CO\|ST. LOUIS, MO	Current employment
T•• W••••• C••••••••• I•••	Independent wealth	Mar 7, 2019	Aug 29, 2019	no	BOULDER, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• W••••• C••••••••• I•••	M••••• G•••• I••••••••• A•••••••• L••	Aug 29, 2019	Sep 17, 2019	19	Firm change	RIA to RIA
P••••••• C•••••• A••••••• C•••••••••	T•• W••••• C••••••••• I•••	Feb 19, 2019	Mar 7, 2019

Relationships

Registered with (4)

→ M••••• G•••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 17, 2019 to presentfactForm ADV
→ T•• W••••• C••••••••• I•••Registered adviserregistration: previous registration
Mar 7, 2019 to Aug 29, 2019factForm ADV
→ P••••••• C•••••• A••••••• C•••••••••Registered adviserregistration: previous registration
Jun 21, 2017 to Feb 19, 2019factForm ADV
→ E•••• V•••• M•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0a73b72-0473-08b7-3218-493b3279a7eb
First observed: Sep 10, 2012
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.