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.

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Registered advisor

M••• G•••• A••••••••

F••••••independent RIASan Francisco, Ca IA-onlyIAPD 5110554

Certified Financial Planner

Feed of 09/14/2026

Also filed as M•••Hew G•••• A••••••••

At current firm

0 y

since Mar 13, 2026

In the industry

20 y

since May 12, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••••• independent RIA current
since Mar 13, 2026 · San Francisco, Ca
C••••••••• W••••• L•• former
May 6, 2022 to Dec 31, 2025 · Willow Park, Tx
W••••••••• independent RIA
Jan 26, 2016 to Mar 27, 2026 · Ramona, Ca
S•••••••• A••••••• L•• national BD
Nov 12, 2014 to Jan 28, 2016 · Westlake, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
Nov 18, 2009 to Sep 11, 2014 · Fort Worth, Tx
T• A••••••••• I••• former
Nov 18, 2009 to Sep 11, 2014 · Westlake, Tx
S•••••••• A••••••• L•• national BD
May 24, 2007 to Mar 5, 2008 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

W••••••••• to C••••••••• W••••• L••
left Mar 27, 2026, registered May 6, 2022 (-1421 days) · Other
C••••••••• W••••• L•• to F••••••
left Dec 31, 2025, registered Mar 13, 2026 (72 days) · RIA to RIA
S•••••••• A••••••• L•• to W•••••••••
left Jan 28, 2016, registered Jan 26, 2016 (-2 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to S•••••••• A••••••• L••
left Sep 11, 2014, registered Nov 12, 2014 (62 days) · Other
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Sep 11, 2014, registered Nov 18, 2009 (-1758 days) · channel change inside one enterprise, not a move
S•••••••• A••••••• L•• to T• A••••••••• I•••
left Mar 5, 2008, registered Nov 18, 2009 (623 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

M••• G•••• A•••••••• left Worthpointe for C••••••••• W••••• L•• (registered 2022-05-06)
Mar 27, 2026 · Advisor changed firm · fact
M••• G•••• A•••••••• left C••••••••• W••••• L•• for Farther (registered 2026-03-13)
Dec 31, 2025 · 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address