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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

A••• L•• C•••••

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

DETROIT, MI

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Search this name across graphsid dfx:ria:3d0968b6-649d-491e-228b-4c1196a4a4e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 23, 2009 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 3, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A••••••• W•••••• L••	Independent wealth	Apr 27, 2026	n/a	yes	DETROIT, MI	Current employment
A••••• F•••••••• A•••••••• L••	Independent wealth	Jun 18, 2024	Mar 6, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• F•••••••• A•••••••• L••	S••••• A••••••• W•••••• L••	Mar 6, 2026	Apr 27, 2026	52	Firm change	RIA to RIA
A••••• A•• P••••••• S•••••••	A••••• F•••••••• A•••••••• L••	Mar 31, 2023

Relationships

Registered with (6)

→ S••••• A••••••• W•••••• L••Registered adviserregistration: current employment
Apr 27, 2026 to presentfactForm ADV
→ A••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 18, 2024 to Mar 6, 2026factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Feb 20, 2018 to Mar 31, 2023factForm ADV
→ T••••••••• R••••••••• A•••••••• L••

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
A••• L•• C••••• left A••••• F•••••••• A•••••••• L•• for S••••• A••••••• W•••••• L•• (registered 2026-04-27)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Advisor changed firm
A••• L•• C••••• left A••••• A•• P••••••• S••••••• for A••••• F•••••••• A•••••••• L•• (registered 2024-06-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d0968b6-649d-491e-228b-4c1196a4a4e8
First observed: Apr 23, 2009
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.