DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

N••••••• R•• R•••••

Advisor at C•• A•••• M••••••••• I•••

SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:501418fe-2a1d-476e-ce08-bca013d9647e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2014 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: C•• A•••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 13, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• A•••• M••••••••• I•••	Independent wealth	Mar 10, 2026	n/a	yes	SOUTHFIELD, MI	Current employment
C•• A•••• M••••••••• I•••	Independent wealth	Oct 8, 2024	Dec 31, 2025	no	SOUTHFIELD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	C•• A•••• M••••••••• I•••	Mar 22, 2024	Oct 8, 2024	200	Firm change	Ibd to RIA
S•••••••• A••••••• L••	F••••••• P••••••• A•• W•••••••• A•••••••	Jul 13, 2018	Jul 13, 2018

Relationships

Registered with (6)

→ C•• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 8, 2024 to Dec 31, 2025factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jul 13, 2018 to Mar 22, 2024factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 11, 2017 to Jul 13, 2018factForm ADV
→ S•••••••• I••••••••• M•••••••••

Dated events

Occurred
Mar 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:501418fe-2a1d-476e-ce08-bca013d9647e
First observed: Jan 22, 2014
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.