DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

M••• F•••••• L•••

Advisor at A•••••• C••••••• L••

BLOOMFIELD HILLS, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Oct 28, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

M••• F•••••• L•••

Real estate principal · Key CRD individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: A•••••• C••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jun 11, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• C••••••• L••	Asset manager	Mar 15, 2018	n/a	yes	BLOOMFIELD HILLS, MI	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Oct 1, 2015	Mar 2, 2018	no	TROY, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	A•••••• C••••••• L••	Mar 2, 2018	Mar 15, 2018	13	Firm change	Other
C••••••• S•••••••••	A••••••••• F•••••••• S•••••••• L••	Sep 21, 2015	Oct 1, 2015

Relationships

Registered with (4)

→ A•••••• C••••••• L••Registered adviserregistration: current employment
Mar 15, 2018 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 1, 2015 to Mar 2, 2018factForm ADV
→ C••••••• S•••••••••Registered adviserregistration: previous registration
Mar 5, 2015 to Sep 21, 2015factForm ADV
→ T•••••• E••••••••• • P••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 28, 2008
Last observed: Sep 14, 2026 10 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.