DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

M•••••• A•••• F•••••••••

Advisor at F••••••

••• 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:2ef3f135-f1e0-87db-1165-a299ccb6c82c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 3, 2017 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 17, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Jun 1, 2026	n/a	yes	SAN FRANCISCO, CA\|Gross Pointe Farms, MI	Current employment
A•••••••• F•••••••• A•••••••• L••	Independent wealth	Mar 1, 2024	Jun 4, 2026	no	GROSSE POINTE, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• F•••••••• A•••••••• L••	F••••••	Jun 4, 2026	Jun 1, 2026	-3	Firm change	RIA to RIA
S••••••• C••••••••• L••	A•••••••• F•••••••• A•••••••• L••	Mar 1, 2024	Mar 1, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:308970:MI:2021-10-11	Oct 19, 2021	Oct 1, 2021	GROSSE POINTE FARMS, MI	Firm change
149018:299129:MI:2018-12-31	Dec 31, 2018	Nov 19, 2018	SAINT CLAIRE SHORES, MI	Firm change after gap

Relationships

Registered with (5)

→ F••••••Registered adviserregistration: current employment
Jun 1, 2026 to presentfactForm ADV
→ A•••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 1, 2024 to Jun 4, 2026factForm ADV
→ S••••••• C••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2021 to Mar 1, 2024factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

Occurred
Jun 4, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ef3f135-f1e0-87db-1165-a299ccb6c82c
First observed: Oct 3, 2017
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.