DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor14 years in industry

A•••••• M•••••• M••••

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

ST. LOUIS, MO

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 graphsid dfx:ria:d9db4381-9411-e444-0316-b143efde97c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2015 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: G••••••• I••••••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• I••••••••• M••••••••• L••	State registered	May 16, 2024	n/a	yes	ST. LOUIS, MO	Current employment
G••••••• W••••• M••••••••• L••	n/a	Dec 1, 2016	Aug 21, 2024	no	ST. LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• W••••• M••••••••• L••	G••••••• I••••••••• M••••••••• L••	Aug 21, 2024	May 16, 2024	-97	Firm change after gap	Other
G••••••• A•••••••• L••	G••••••• W••••• M••••••••• L••	Dec 5, 2016	Dec 1, 2016

Relationships

Registered with (4)

→ G••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
May 16, 2024 to presentfactForm ADV
→ G••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 1, 2016 to Aug 21, 2024factForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 24, 2015 to Dec 5, 2016factForm ADV
→ R•••••• W••••• A•••••••• I•••

Dated events

Occurred
Aug 21, 2024
Advisor changed firm
A•••••• M•••••• M•••• left G••••••• W••••• M••••••••• L•• for G••••••• I••••••••• M••••••••• L•• (registered 2024-05-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9db4381-9411-e444-0316-b143efde97c1
First observed: Jan 26, 2015
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.