DFX Intelligence

M••••• D•••• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

M••••• D•••• S••••

Advisor at E•••••• A••••••• G••••• L••

GREENWOOD VILLAGE, CO | South Lyon, MI

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Search this name across graphsid dfx:ria:d240cb4b-bfcb-d2d5-9590-f575272e5938

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 23, 2016 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: E•••••• A••••••• G••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Dec 16, 2024	n/a	yes	GREENWOOD VILLAGE, CO\|South Lyon, MI	Current employment
I••••••• W••••• M••••••••• I•••	State registered	Jan 6, 2017	Jun 15, 2017	no	DENVER, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••• W••••• M••••••••• I•••	E•••••• A••••••• G••••• L••	Jun 15, 2017	Dec 16, 2024	2,741	Firm change after gap	Other
E••••• J••••	I••••••• W••••• M••••••••• I•••	Oct 20, 2016	Jan 6, 2017

Relationships

Registered with (3)

→ E•••••• A••••••• G••••• L••Registered adviserregistration: current employment
Dec 16, 2024 to presentfactForm ADV
→ I••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Jan 6, 2017 to Jun 15, 2017factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jun 23, 2016 to Oct 20, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d240cb4b-bfcb-d2d5-9590-f575272e5938
First observed: Jun 23, 2016
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.