G••••• R•••

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

DENVER, CO | BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2018 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: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Apr 22, 2025	n/a	yes	DENVER, CO\|BOISE, ID	Current employment
M••••• F••• W••••• M••••••••• L••	Independent wealth	Aug 8, 2022	Apr 16, 2025	no	ALEXANDRIA, VA\|Santa Ana, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• F••• W••••• M••••••••• L••	M••••• G••••• A••••••• I•••	Apr 16, 2025	Apr 22, 2025	6	Firm change	RIA to RIA
E••••• J••••	M••••• F••• W••••• M••••••••• L••	Feb 5, 2021	Aug 8, 2022

Relationships

Registered with (4)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Apr 22, 2025 to presentfactForm ADV
→ M••••• F••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 8, 2022 to Apr 16, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 23, 2019 to Feb 5, 2021factForm ADV
→ G•••••• S•••• W••••• S•••••••• L•••

Dated events

Order

Occurred
16 Apr 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 26, 2018
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.