J••••• M• N••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

BLOOMFIELD HILLS, MI

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:3fcb764a-8c1e-8cbc-006d-b967959f6361

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2018 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 9, 2023	n/a	yes	BLOOMFIELD HILLS, MI	Current employment
E•••••••• W••••• M••••••••• L••	Former SEC adviser	Feb 13, 2018	Dec 1, 2022	no	BRIGHTON, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• W••••• M••••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Dec 1, 2022	Jan 9, 2023	39	Firm change	RIA to wirehouse

Relationships

Registered with (2)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Jan 9, 2023 to presentfactForm ADV
→ E•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 13, 2018 to Dec 1, 2022factForm ADV

Dated events

Occurred
Dec 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fcb764a-8c1e-8cbc-006d-b967959f6361
First observed: Feb 13, 2018
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.