DFX Intelligence

J••• D••••• N••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

J••• D••••• N••••••

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

DENVER, CO | Walnut Creek, CA

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Search this name across graphsid dfx:ria:f3feaa55-ae07-5a9e-bc47-693c4dbdcc24

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 27, 2011 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 9, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Apr 20, 2022	n/a	yes	DENVER, CO\|Walnut Creek, CA	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Nov 2, 2018	May 3, 2022	no	REDWOOD CITY, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	M••••• G••••• A••••••• I•••	May 3, 2022	Apr 20, 2022	-13	Firm change	Ibd to RIA
S••••••• I••••••••• I•••	O•••• W•••••• I•••	Nov 2, 2018	Nov 2, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
109983:291194:WI:2018-06-01	Jun 1, 2018	May 29, 2018	MILWAUKEE, WI	Firm change

Relationships

Registered with (5)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Apr 20, 2022 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Nov 2, 2018 to May 3, 2022factForm ADV
→ S••••••• I••••••••• I•••Registered adviserregistration: previous registration
Oct 17, 2018 to Nov 2, 2018factForm ADV
→ T••• H•••••• L••

Dated events

Occurred
May 3, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3feaa55-ae07-5a9e-bc47-693c4dbdcc24
First observed: May 27, 2011
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.