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

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

M•••••• S•••• S•••••••••

Advisor at V••••• W••••• M••••••••• I•••

CHARLEVOIX, MI | ANN ARBOR, MI | COMMERCE TWP, MI

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Search this name across graphsid dfx:ria:4bd0eb12-7440-9d41-c859-edb8a5cf0a9f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 29, 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: V••••• W••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 23, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom 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
V••••• W••••• M••••••••• I•••	State registered	Jan 30, 2023	n/a	yes	COMMERCE TWP, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 25, 2020	n/a	yes	ANN ARBOR, MI\|COMMERCE TWP, MI\|CHARLEVOIX, MI

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
F•• S••••••••• C•••••••••	L•• F•••••••• L••	Sep 29, 2020	Sep 25, 2020	-4	Firm change	Ibd to ibd
L•• F•••••••• L••	F•• S••••••••• C•••••••••	Jul 11, 2018

Relationships

Registered with (5)

→ V••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Jan 30, 2023 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 16, 2017 to Jul 11, 2018factForm ADV
→ F•• S••••••••• C•••••••••Registered adviserregistration: previous registration
Jun 29, 2018 to Sep 29, 2020factForm ADV
→ W•••••• I••••••••• S•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4bd0eb12-7440-9d41-c859-edb8a5cf0a9f
First observed: Jul 29, 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.