DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

A••••• C••••••••• C••••

Advisor at S••••• A••••••• W•••••• L••

DETROIT, MI | GLEN ALLEN, VA

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Search this name across graphsid dfx:ria:35281517-79c5-2236-a60e-7679d8842b54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Aug 21, 2023 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••••• A••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A••••••• W•••••• L••	Independent wealth	Aug 14, 2026	n/a	yes	DETROIT, MI\|GLEN ALLEN, VA	Current employment
P•••••• D••••• W••••• A••••••• L••	State registered	Apr 24, 2026	Jun 8, 2026	no	RICHMOND, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• D••••• W••••• A••••••• L••	S••••• A••••••• W•••••• L••	Jun 8, 2026	Aug 14, 2026	67	Firm change	Other
G••••••• A•••••••• L••	P•••••• D••••• W••••• A••••••• L••	Apr 24, 2026	Apr 24, 2026

Relationships

Registered with (4)

→ S••••• A••••••• W•••••• L••Registered adviserregistration: current employment
Aug 14, 2026 to presentfactForm ADV
→ P•••••• D••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Apr 24, 2026 to Jun 8, 2026factForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 8, 2025 to Apr 24, 2026factForm ADV
→ T•• R••••••••• S•••• L••

Dated events

Occurred
Jun 8, 2026
Advisor changed firm
A••••• C••••••••• C•••• left P•••••• D••••• W••••• A••••••• L•• for S••••• A••••••• W•••••• L•• (registered 2026-08-14)
Form ADVobserved 7 days ago
Occurred
Apr 24, 2026
Advisor changed firm
A••••• C••••••••• C•••• left G••••••• A•••••••• L•• for P•••••• D••••• W••••• A••••••• L•• (registered 2026-04-24)
Form ADVobserved 7 days ago
Occurred
Dec 8, 2023
Advisor changed firm
A••••• C••••••••• C•••• left T•• R••••••••• S•••• L•• for G••••••• A•••••••• L•• (registered 2025-08-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35281517-79c5-2236-a60e-7679d8842b54
First observed: Aug 21, 2023
Last observed: Sep 14, 2026 8 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.