DFX Intelligence

J•••••• V• C•••••: 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 / WealthAdvisorCertified Financial Planner16 years in industry

J•••••• V• C•••••

Advisor at T••• C•••••• L••

AUBURN 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:48b5a3ae-05c7-3403-ba66-a87026ab013b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 29, 2015 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: T••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••• C•••••• L••	State registered	Jun 16, 2025	n/a	yes	AUBURN HILLS, MI	Current employment
W••••• F•• Y•• F••••••••• L••	State registered	Sep 17, 2019	May 31, 2024	no	GRAND BLANC, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• F•• Y•• F••••••••• L••	T••• C•••••• L••	May 31, 2024	Jun 16, 2025	381	Firm change	Other
H•••• F•••••••• S•••••••• I•••	W••••• F•• Y•• F••••••••• L••	Jan 7, 2019	Sep 17, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
305627:331269:MI:2024-05-21	May 31, 2024	Jun 16, 2025	GRAND BLANC, MI	Firm change

Relationships

Registered with (3)

→ T••• C•••••• L••Registered adviserregistration: current employment
Jun 16, 2025 to presentfactForm ADV
→ W••••• F•• Y•• F••••••••• L••Registered adviserregistration: previous registration
Sep 17, 2019 to May 31, 2024factForm ADV
→ H•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 29, 2015 to Jan 7, 2019factForm ADV

Dated events

Occurred
May 31, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48b5a3ae-05c7-3403-ba66-a87026ab013b
First observed: Jul 29, 2015
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.