S•••• M•••••

Advisor at S••••• A•••• M••••••••• L•••••

TROY, MI | Bloomfield Hills, MI

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 9, 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: S••••• A•••• M••••••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A•••• M••••••••• L•••••	Independent wealth	May 7, 2024	n/a	yes	TROY, MI\|Bloomfield Hills, MI	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Feb 20, 2024	May 17, 2024	no	TROY, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	S••••• A•••• M••••••••• L•••••	May 17, 2024	May 7, 2024	-10	Firm change	Other
F••••••• P••••••• A•• W•••••••• A•••••••	N••••••••• M••••• I••••••••• S•••••••••	Aug 25, 2022	Feb 20, 2024

Relationships

Registered with (4)

→ S••••• A•••• M••••••••• L•••••Registered adviserregistration: current employment
May 7, 2024 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Feb 20, 2024 to May 17, 2024factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
May 20, 2020 to Aug 25, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
May 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 25, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 9, 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.