DFX Intelligence

T•••••• E••••• Z•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)46 years in industry

T•••••• E••••• Z•••••••

Advisor at A••••••• W••••• A•••••••

Livonia, MI

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Search this name across graphsid dfx:ria:1d031d17-e38d-46b2-9221-8f75f816daf2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 24, 2009 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: A••••••• W••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 6, 1979earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• A•••••••	Bd affiliated wealth	Aug 17, 2022	n/a	yes	Livonia, MI	Current employment
K•••• M•••••••••	Former SEC adviser	Mar 24, 2009	Sep 30, 2022	no	PONTE VEDRA BEACH, FL\|LIVONIA, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•••• M•••••••••	A••••••• W••••• A•••••••	Sep 30, 2022	Aug 17, 2022	-44	Firm change after gap	Ibd to ibd

Relationships

Registered with (2)

→ A••••••• W••••• A•••••••Registered adviserregistration: current employment
Aug 17, 2022 to presentfactForm ADV
→ K•••• M•••••••••Registered adviserregistration: previous registration
Mar 24, 2009 to Sep 30, 2022factForm ADV

Dated events

Occurred
Sep 30, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d031d17-e38d-46b2-9221-8f75f816daf2
First observed: Mar 24, 2009
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.