DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

M••• S••••••• M•••••

Advisor at S••••••• • C••

BLOOMFIELD HILLS, MI | Naples, FL

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:36e558d6-86fd-9ddf-f355-b2c47e51c081

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 30, 2013 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: S••••••• • C••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• • C••	Other adviser	Jan 6, 2017	n/a	yes	BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI\|Naples, FL	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Oct 30, 2013	Nov 11, 2016	no	WEEHAWKEN, NJ\|WEEHAWKEN, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	S••••••• • C••	Nov 11, 2016	Jan 6, 2017	56	Firm change	Other

Relationships

Registered with (2)

→ S••••••• • C••Registered adviserregistration: current employment
Jan 6, 2017 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Oct 30, 2013 to Nov 11, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36e558d6-86fd-9ddf-f355-b2c47e51c081
First observed: Oct 30, 2013
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.