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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

M••••••• G• Y••••

Advisor at C••••••• P•••••••

Nashville, TN | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:f2e393f7-a7f7-7a76-65d7-5995528a5a83

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 9, 2014 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: C••••••• P•••••••
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: Oct 9, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom 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
C••••••• P•••••••	Independent wealth	Apr 28, 2023	n/a	yes	Nashville, TN\|OVERLAND PARK, KS	Current employment
A••••••• F••••••••• L•••	Bd affiliated wealth	Jan 7, 2020	Apr 21, 2023	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
A••••••• F••••••••• L•••	C••••••• P•••••••	Apr 21, 2023	Apr 28, 2023	7	Firm change	Ibd to RIA
R••	A••••••• F••••••••• L•••	Jan 7, 2020

Relationships

Registered with (4)

→ C••••••• P•••••••Registered adviserregistration: current employment
Apr 28, 2023 to presentfactForm ADV
→ A••••••• F••••••••• L•••Registered adviserregistration: previous registration
Jan 7, 2020 to Apr 21, 2023factForm ADV
→ RAARegistered adviserregistration: previous registration
Mar 1, 2017 to Jan 7, 2020factForm ADV
→ M••••• W••••• A•••••••

Dated events

Occurred
Apr 21, 2023
Advisor changed firm
M••••••• G• Y•••• left A••••••• F••••••••• L••• for C••••••• P••••••• (registered 2023-04-28)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2e393f7-a7f7-7a76-65d7-5995528a5a83
First observed: Oct 9, 2014
Last observed: Sep 14, 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.