DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

D•••• K••• M•••••

M• G•• W•••••independent RIASpokane, WaIA-onlyIAPD 2472822

Feed of 09/14/2026

Also filed as D•••• K••• M•••••

At current firm

3 y

since Sep 7, 2023

In the industry

31 y

since Jan 27, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: dave@mbgenwealth.comreportedmbgenwealth.comfirm site, Sep 15, 2026
Direct business phone: 509-703-5715reportedmbgenwealth.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/david-martin-83667473reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

M• G•• W••••• independent RIA current
since Sep 7, 2023 · Spokane, Wa
M••••••• former
Apr 25, 2016 to Oct 2, 2023 · Spokane, Wa
S••••• C•••••• M••••••••• L•• former
Jun 3, 2008 to Apr 4, 2016 · Spokane, Wa
S••••• C•••••• S••••••••• L•• unclassified
Feb 15, 2006 to Jun 3, 2008 · Spokane, Wa
W•••• F•••• A••••••• wirehouse
Apr 23, 2004 to Feb 24, 2006 · Spokane, Wa
W•••• F•••• A••••••• wirehouse
Jul 26, 2000 to May 12, 2004 · Spokane, Wa

Moves

a registration end followed by a registration begin elsewhere

M••••••• to M• G•• W•••••
left Oct 2, 2023, registered Sep 7, 2023 (-25 days) · RIA to a newly registered adviser · moved with a team
S••••• C•••••• M••••••••• L•• to M•••••••
left Apr 4, 2016, registered Apr 25, 2016 (21 days) · Other · moved with a team
S••••• C•••••• S••••••••• L•• to S••••• C•••••• M••••••••• L••
left Jun 3, 2008, registered Jun 3, 2008 (0 days) · Other
W•••• F•••• A••••••• to S••••• C•••••• S••••••••• L••
left Feb 24, 2006, registered Feb 15, 2006 (-9 days) · Other
W•••• F•••• A••••••• to W•••• F•••• A•••••••
left May 12, 2004, registered Apr 23, 2004 (-19 days) · channel change inside one enterprise, not a move

Signals

D•••• K••• M••••• left Merriman for M• G•• W••••• (registered 2023-09-07)
Oct 2, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address