DFX Intelligence

A••••• E••••• D•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

A••••• E••••• D•••••••

Advisor at M•••••• C•••••• M••••••••• L••

LAKEWOOD, CO

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Search this name across graphsid dfx:ria:f619bdcd-ac67-b6ee-ea9d-378f2e981363

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 31, 2018 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•••••• C•••••• M••••••••• L••
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: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• C•••••• M••••••••• L••	Independent wealth	Jul 10, 2025	n/a	yes	LAKEWOOD, CO	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Apr 7, 2022	Jun 13, 2025	no	DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	M•••••• C•••••• M••••••••• L••	Jun 13, 2025	Jul 10, 2025	27	Firm change	RIA to RIA
W•••• F•••• A•••••••	R••••• W• B•••• • C•• I•••••••••	Apr 11, 2022	Apr 7, 2022

Relationships

Registered with (4)

→ M•••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 10, 2025 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Apr 7, 2022 to Jun 13, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 30, 2019 to Apr 11, 2022factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Jun 13, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f619bdcd-ac67-b6ee-ea9d-378f2e981363
First observed: May 31, 2018
Last observed: Sep 14, 2026 9 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.