DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

N••••• J••••••••• S••••••

Advisor at G••••••• L••

BLOOMFIELD HILLS, MI

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Search this name across graphsid dfx:ria:4e032353-7392-2320-7eb9-e24a3c3043a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2012 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: G••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 18, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• L••	Independent wealth	Aug 21, 2018	n/a	yes	BLOOMFIELD HILLS, MI	Current employment
C•• A•••• M••••••••• I•••	Independent wealth	Jun 11, 2015	Mar 23, 2017	no	SOUTHFIELD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• A•••• M••••••••• I•••	G••••••• L••	Mar 23, 2017	Aug 21, 2018	516	Firm change after gap	Other
E•••••• F•••••••• S•••••••• L••	C•• A•••• M••••••••• I•••	May 19, 2015	Jun 11, 2015

Relationships

Registered with (3)

→ G••••••• L••Registered adviserregistration: current employment
Aug 21, 2018 to presentfactForm ADV
→ C•• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Jun 11, 2015 to Mar 23, 2017factForm ADV
→ E•••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 24, 2012 to May 19, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e032353-7392-2320-7eb9-e24a3c3043a9
First observed: Oct 24, 2012
Last observed: Sep 14, 2026 9 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.