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

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RIA / WealthAdvisor26 years in industry

C•••• M••• W••••••••

Advisor at B•••• A•••••••

FARMINGTON HILLS, MI

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Search this name across graphsid dfx:ria:1e7d50ca-24d3-1e93-ea2a-d38474fa303f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 11, 2008 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: B•••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 26, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• A•••••••	Independent wealth	Feb 12, 2015	n/a	yes	FARMINGTON HILLS, MI	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Oct 5, 2009	Aug 15, 2013	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	B•••• A•••••••	Aug 15, 2013	Feb 12, 2015	546	Firm change after gap	Other
A••••••••• A•••••• S•••••••• I•••	A••••••••• F•••••••• S•••••••• L••	Oct 5, 2009

Relationships

Registered with (3)

→ B•••• A•••••••Registered adviserregistration: current employment
Feb 12, 2015 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 5, 2009 to Aug 15, 2013factForm ADV
→ A••••••••• A•••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 11, 2008 to Oct 5, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e7d50ca-24d3-1e93-ea2a-d38474fa303f
First observed: Nov 11, 2008
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.