R••••• A• N••••

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

DENVER, CO | Franklin, TN

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:e28640d0-cb72-809a-3f83-a9d9c4e8b69f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 1, 2019 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••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Jun 29, 2023	n/a	yes	Franklin, TN\|DENVER, CO	Current employment
H••••••••• W•••••	Former SEC adviser	Mar 23, 2020	May 5, 2022	no	FRANKLIN, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• W•••••	M••••• G••••• A••••••• I•••	May 5, 2022	Jun 29, 2023	420	Firm change after gap	Other
V••••••• A•••••••• I•••	H••••••••• W•••••	Jan 15, 2020	Mar 23, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
165771:147363:TN:2022-05-05	May 5, 2022	Jun 29, 2023	FRANKLIN, TN	Firm change after gap

Relationships

Registered with (3)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Jun 29, 2023 to presentfactForm ADV
→ H••••••••• W•••••Registered adviserregistration: previous registration
Mar 23, 2020 to May 5, 2022factForm ADV
→ V••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 1, 2019 to Jan 15, 2020factForm ADV

Dated events

Occurred
May 5, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e28640d0-cb72-809a-3f83-a9d9c4e8b69f
First observed: Oct 1, 2019
Last observed: Sep 15, 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.