DFX Intelligence

P••• J••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

P••• J••••• S••••••

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

Scottsdale, AZ

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Search this name across graphsid dfx:ria:f229a2c7-7499-4194-d5a8-87f551c945ea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 12, 2003 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••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 11, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Feb 15, 2018	n/a	yes	Scottsdale, AZ	Current employment
A•••• C•••• I••••••••• L••	Former SEC adviser	Mar 23, 2015	Feb 9, 2018	no	SCOTTSDALE, AZ\|COSTA MESA, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••••••• F•••••••• G••••	F•••• A••••• S••••••••• I•••	Feb 12, 2018	Aug 26, 2010	-2,727	Firm change after gap	Other
A•••••••• A•••••••• L••	A•••• C•••• I••••••••• L••	Feb 9, 2018	Mar 23, 2015

Relationships

Registered with (7)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Feb 15, 2018 to presentfactForm ADV
→ E••••••••• F•••••••• G••••Registered adviserregistration: previous registration
Jan 19, 2010 to Feb 12, 2018factForm ADV
→ A•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 28, 2012 to Feb 9, 2018factForm ADV
→ A•••• C•••• I••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f229a2c7-7499-4194-d5a8-87f551c945ea
First observed: Dec 12, 2003
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.