A•••• V••••••

Advisor at I••••••••• A••••• I••••••••• M••••••••• L••

••• Locked

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:18e9854e-8da7-d1a7-3212-642ac80a0e88

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2012 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: I••••••••• A••••• I••••••••• M••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 30, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A••••• I••••••••• M••••••••• L••	Bd affiliated wealth	Jun 24, 2024	n/a	yes	ORLANDO, FL\|Troy, MI\|Farmington Hills, MI	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Mar 30, 2021	Jun 25, 2024	no	Troy, MI\|Farmington Hills, MI\|West Bloomfield, MI

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	I••••••••• A••••• I••••••••• M••••••••• L••	Jun 25, 2024	Jun 24, 2024	-1	Firm change	Ibd to ibd
L•• F•••••••• L••	A••••••••• F•••••••• S•••••••• L••	Mar 30, 2021	Mar 30, 2021

Relationships

Registered with (3)

→ I••••••••• A••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Jun 24, 2024 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 30, 2021 to Jun 25, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 21, 2012 to Mar 30, 2021factForm ADV

Dated events

Occurred
Jun 25, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18e9854e-8da7-d1a7-3212-642ac80a0e88
First observed: Feb 21, 2012
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.