DFX Intelligence

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

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RIA / WealthAdvisor30 years in industry

C•••• L•••• M••••

Advisor at X•• C•••••• M•••••••••

DEXTER, MI

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Search this name across graphsid dfx:ria:1a6b1238-b5f6-b89b-d209-0189636668b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 23, 2010 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: X•• C•••••• M•••••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Jul 19, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
X•• C•••••• M•••••••••	Former SEC adviser	Mar 13, 2015	n/a	yes	DEXTER, MI	Current employment
X•• C•••••• M•••••••••	Former SEC adviser	Jul 23, 2010	Dec 31, 2014	no	n/a

Relationships

Registered with (1)

→ X•• C•••••• M•••••••••Registered adviserregistration: previous registration
Jul 23, 2010 to Dec 31, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a6b1238-b5f6-b89b-d209-0189636668b7
First observed: Jul 23, 2010
Last observed: Sep 14, 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.