DFX Intelligence

B•••••• F••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

B•••••• F••••••••• L••

CRD 310255

GROSSE POINTE WOODS, MI

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Search this name across graphsid dfx:ria:19c23a0d-06d8-546d-251f-529d89b58c98

Data as of Jun 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jun 4, 2026 to Jun 4, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

B•••••• F••••••••• L••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $64.2M••• Locked
Discretionary RAUM: $64.2M
Private client RAUM: $45.4Mderived••• Locked
Private client share: 71%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• A• H••••••	Certified Financial Planner	GROSSE POINTE WOODS, MI	5	11	2	no
M•••••• D•••• S•••••••	n/a	GROSSE POINTE WOODS, MI	0	12

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	1	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
M•• I•••••••• S•••••••• L••	2	Nov 11, 2020	Oct 20, 2025	SOUTHFIELD, MI	Team lift out	Ibd to state RIA	0.1%

Relationships

Registered with (2)

← M•••••• D•••• S•••••••Advisorregistration: current employment
Oct 20, 2025 to presentfactForm ADV
← J••• A• H••••••Advisorregistration: current employment
Nov 16, 2020 to presentfactForm ADV

Moved with (1)

← M•• I•••••••• S•••••••• L••Registered adviser2 advisors, team lift out, same day
Nov 11, 2020 to Oct 20, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19c23a0d-06d8-546d-251f-529d89b58c98
First observed: Jun 4, 2026
Last observed: Jun 4, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds 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.