DFX Intelligence

V••••• C•••••• D••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

V••••• C•••••• D••••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

••• Locked

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:240d7b08-0f6d-2ee8-6b48-b0c703ecd77c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 13, 2016 to Sep 15, 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Mar 6, 2024	n/a	yes	ROCHESTER HILLS, MI\|SOUTHFIELD, MI\|BLOOMFIELD HILLS, MI	Current employment
J•••••• I••••••••• C••••••• I•••	Independent wealth	Nov 30, 2020	Aug 28, 2023	no	CINCINNATI, OH\|Livonia, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••• I••••••••• C••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Aug 28, 2023	Mar 6, 2024	191	Firm change	RIA to wirehouse
C•• A•••• M••••••••• I•••	J•••••• I••••••••• C••••••• I•••	Nov 23, 2020	Nov 30, 2020

Relationships

Registered with (4)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Mar 6, 2024 to presentfactForm ADV
→ J•••••• I••••••••• C••••••• I•••Registered adviserregistration: previous registration
Nov 30, 2020 to Aug 28, 2023factForm ADV
→ C•• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 23, 2018 to Nov 23, 2020factForm ADV
→ H•••• F•••••••• S•••••••• I•••

Dated events

Occurred
Aug 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:240d7b08-0f6d-2ee8-6b48-b0c703ecd77c
First observed: Dec 13, 2016
Last observed: Sep 15, 2026 7 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.