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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

M•••••• F•••••

Advisor at H••••••••• F•••••••• A•••••••

FLINT, MI | East Lansing, MI

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:1f5ac84f-f7c9-5de2-cc3d-7c3d9730b1b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 26, 2013 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: H••••••••• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••••• F•••••••• A•••••••	Bd affiliated wealth	Oct 30, 2024	n/a	yes	FLINT, MI\|East Lansing, MI	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Apr 10, 2024	Jun 12, 2024	no	East Lansing, MI\|GREENWOOD VILLAGE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	H••••••••• F•••••••• A•••••••	Jun 12, 2024	Oct 30, 2024	140	Firm change	Ibd to ibd
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E•••••• A••••••• G••••• L••	Mar 6, 2023	Apr 10, 2024

Relationships

Registered with (4)

→ H••••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Oct 30, 2024 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Apr 10, 2024 to Jun 12, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 30, 2017 to Mar 6, 2023factForm ADV
→ M••••• S••••••

Dated events

Occurred
Jun 12, 2024
Advisor changed firm
M•••••• F••••• left E•••••• A••••••• G••••• L•• for H••••••••• F•••••••• A••••••• (registered 2024-10-30)
Form ADVobserved 7 days ago
Occurred
Mar 6, 2023
Advisor changed firm
M•••••• F••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••••• A••••••• G••••• L•• (registered 2024-04-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f5ac84f-f7c9-5de2-cc3d-7c3d9730b1b7
First observed: Nov 26, 2013
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.