DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

G•••• M•••••• I•••••••

Advisor at M••• C••••••

MARS, PA | ANNAPOLIS, MD

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Search this name across graphsid dfx:ria:d88b4293-da26-7abb-503c-521a176f9e31

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Apr 18, 2005 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••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 18, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• C••••••	Independent wealth	Aug 20, 2026	n/a	yes	ANNAPOLIS, MD\|MARS, PA	Current employment
G••••• R•••••• R••••••••• L••	Independent wealth	Apr 23, 2025	Aug 10, 2026	no	DUBLIN, OH\|Knoxville, TN\|Pittsburgh, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• R•••••• R••••••••• L••	M••• C••••••	Aug 10, 2026	Aug 20, 2026	10	Firm change	RIA to RIA
R•• A•••••••• L••	G••••• R•••••• R••••••••• L••	Mar 12, 2025	Apr 23, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
170022:158401:CO:2023-02-02	Feb 2, 2023	Jan 31, 2023	COLORADO SPRINGS, CO	Firm change

Relationships

Registered with (7)

→ M••• C••••••Registered adviserregistration: current employment
Aug 20, 2026 to presentfactForm ADV
→ G••••• R•••••• R••••••••• L••Registered adviserregistration: previous registration
Apr 23, 2025 to Aug 10, 2026factForm ADV
→ R•• A•••••••• L••Registered adviserregistration: previous registration
Jan 31, 2023 to Mar 12, 2025factForm ADV
→ A••••••••• W••••• A••••••• L••

Dated events

Occurred
Aug 10, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 12, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d88b4293-da26-7abb-503c-521a176f9e31
First observed: Apr 18, 2005
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.