DFX Intelligence

M•••••• L•••••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

M•••••• L•••••• H••••

Advisor at L•• F•••••••• L••

NORTHVILLE, MI

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Search this name across graphsid dfx:ria:162045bc-6f91-9999-cf0a-233306a199d5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 4, 2017 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 17, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	May 26, 2026	n/a	yes	NORTHVILLE, MI\|NORTHVILLE, MI	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Nov 3, 2023	May 28, 2026	no	NORTHVILLE, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	L•• F•••••••• L••	May 28, 2026	May 26, 2026	-2	Firm change	Ibd to ibd
F•• S••••••••• C•••••••••	O•••• W•••••• I•••	Nov 3, 2023	Nov 3, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:6413:MI:2026-05-28	May 28, 2026	May 26, 2026	NORTHVILLE, MI	Firm change

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
May 26, 2026 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Nov 3, 2023 to May 28, 2026factForm ADV
→ F•• S••••••••• C•••••••••Registered adviserregistration: previous registration
Aug 4, 2017 to Nov 3, 2023factForm ADV

Dated events

Occurred
May 28, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:162045bc-6f91-9999-cf0a-233306a199d5
First observed: Aug 4, 2017
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.