DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

M•••••• T••••• P•••

Advisor at S•••• I••••••••• G••••

WHITE LAKE, MI

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Search this name across graphsid dfx:ria:20ce18ad-f827-24e1-65ae-a0483e3a4dcc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 21, 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: S•••• I••••••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 25, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• I••••••••• G••••	State registered	Dec 3, 2024	n/a	yes	WHITE LAKE, MI	Current employment
I••••••••• C•••••• I••	Former SEC adviser	Feb 13, 2013	Aug 5, 2016	no	PETOSKEY, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• C•••••• I••	S•••• I••••••••• G••••	Aug 5, 2016	Dec 3, 2024	3,042	Firm change after gap	Other
F•••••• O•• I••••••••• A•••••••• I•••	I••••••••• C•••••• I••	Jul 24, 2012	Feb 13, 2013

Relationships

Registered with (3)

→ S•••• I••••••••• G••••Registered adviserregistration: current employment
Dec 3, 2024 to presentfactForm ADV
→ I••••••••• C•••••• I••Registered adviserregistration: previous registration
Feb 13, 2013 to Aug 5, 2016factForm ADV
→ F•••••• O•• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 21, 2010 to Jul 24, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20ce18ad-f827-24e1-65ae-a0483e3a4dcc
First observed: Apr 21, 2010
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.