DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

M•••• A••• B•••••••••

Advisor at R•••••• W•••••

Detroit, MI | LANSING, MI

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Search this name across graphsid dfx:ria:2636bd20-e32b-bc50-c4e0-b3cafe3e18eb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 12, 2023 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: R•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• W•••••	Independent wealth	Jan 30, 2025	n/a	yes	LANSING, MI\|Detroit, MI	Current employment
P••••• M•••• F•••••••• A•••••••	Independent wealth	Dec 12, 2023	Nov 25, 2024	no	SOUTHFIELD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••• M•••• F•••••••• A•••••••	R•••••• W•••••	Nov 25, 2024	Jan 30, 2025	66	Firm change	RIA to RIA

Relationships

Registered with (2)

→ R•••••• W•••••Registered adviserregistration: current employment
Jan 30, 2025 to presentfactForm ADV
→ P••••• M•••• F•••••••• A•••••••Registered adviserregistration: previous registration
Dec 12, 2023 to Nov 25, 2024factForm ADV

Dated events

Occurred
Nov 25, 2024
Advisor changed firm
M•••• A••• B••••••••• left P••••• M•••• F•••••••• A••••••• for R•••••• W••••• (registered 2025-01-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2636bd20-e32b-bc50-c4e0-b3cafe3e18eb
First observed: Dec 12, 2023
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.