DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

L•••• D•••••••

Advisor at C••••• F•• F•••••••• P••••••• I••

SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:2b232afe-19b0-52b4-e920-a526fe1d22a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 2, 2026 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: C••••• F•• F•••••••• P••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 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
C••••• F•• F•••••••• P••••••• I••	Independent wealth	Feb 11, 2025	n/a	yes	SOUTHFIELD, MI	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Apr 2, 2026	May 19, 2026	no	Southfield, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	n/a	May 19, 2026	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ C••••• F•• F•••••••• P••••••• I••Registered adviserregistration: current employment
Feb 11, 2025 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Apr 2, 2026 to May 19, 2026factForm ADV

Dated events

Occurred
May 19, 2026
Advisor departed, no destination yet
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b232afe-19b0-52b4-e920-a526fe1d22a8
First observed: Apr 2, 2026
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.