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

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RIA / WealthAdvisor25 years in industry

M•••••• D•••••• G••••••

Advisor at M••• F••••••••• I•••

BOYNTON BEACH, FL | BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:efcd3254-f222-ac30-ce71-7c0677d71acd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 6, 2007 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••• F••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M••• F••••••••• I•••	Independent wealth	Sep 21, 2020	n/a	yes	BOYNTON BEACH, FL\|BIRMINGHAM, AL	Current employment
C••••••• I••••••••• F•••••••• G••••• L••	Independent wealth	Oct 30, 2015	Nov 5, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• I••••••••• F•••••••• G••••• L••	M••• F••••••••• I•••	Nov 5, 2024	Sep 21, 2020	-1,506	Firm change after gap	RIA to RIA
R••••• I••••••••• A•••••••• I••	C••••••• I••••••••• F•••••••• G••••• L••	Dec 14, 2015

Relationships

Registered with (5)

→ M••• F••••••••• I•••Registered adviserregistration: current employment
Sep 21, 2020 to presentfactForm ADV
→ C••••••• I••••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Oct 30, 2015 to Nov 5, 2024factForm ADV
→ R••••• I••••••••• A•••••••• I••Registered adviserregistration: previous registration
Dec 7, 2011 to Dec 14, 2015factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

Occurred
Nov 5, 2024
Advisor changed firm
M•••••• D•••••• G•••••• left C••••••• I••••••••• F•••••••• G••••• L•• for M••• F••••••••• I••• (registered 2020-09-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efcd3254-f222-ac30-ce71-7c0677d71acd
First observed: Jul 6, 2007
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.