A••••• S••••

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

DENVER, CO | LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff14e393-d00f-f0c1-224c-7b4cba512467

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Oct 9, 2006 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: Sep 25, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Jul 24, 2024	n/a	yes	LOS ANGELES, CA\|DENVER, CO	Current employment
B•••••••• F••••• W••••• S•••••••• L••	Former SEC adviser	Sep 7, 2023	Jul 12, 2024	no	BEVERLY HILLS, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• F••••• W•••••	B•••••••• F••••• W••••• S•••••••• L••	Jul 15, 2024	Sep 7, 2023	-312	Channel change	RIA to new firm
B•••••••• F••••• W••••• S•••••••• L••	M••••• G••••• A••••••• I•••	Jul 12, 2024	Jul 24, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:285229:CA:2017-07-11	Jul 11, 2017	Jul 7, 2017	BEVERLY HILLS, CA	Firm change

Relationships

Registered with (7)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Jul 24, 2024 to presentfactForm ADV
→ B•••••••• F••••• W•••••Registered adviserregistration: previous registration
Jul 7, 2017 to Jul 15, 2024factForm ADV
→ B•••••••• F••••• W••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 7, 2023 to Jul 12, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jul 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff14e393-d00f-f0c1-224c-7b4cba512467
First observed: Oct 9, 2006
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.