C•••• Y••••

Advisor at F•••••• Y•••• I••••••••• W•••••

BRIGHTON, 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:537be9fa-987e-8734-658a-f53972814a7c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 9, 2010 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: F•••••• Y•••• I••••••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 25, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• Y•••• I••••••••• W•••••	State registered	Mar 7, 2025	n/a	yes	BRIGHTON, MI	Current employment
P•• A••••••• S•••••••• L••	Independent wealth	Jan 15, 2025	Mar 12, 2025	no	ALBANY, NY\|Brighton, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• A••••••• S•••••••• L••	F•••••• Y•••• I••••••••• W•••••	Mar 12, 2025	Mar 7, 2025	-5	Firm change	RIA to state RIA
P••••••• W••••• M••••••••• I•••	P•• A••••••• S•••••••• L••	Jan 24, 2025	Jan 15, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
166853:125648:MI:2025-01-24	Jan 24, 2025	Jan 15, 2025	BRIGHTON, MI	Firm change
421:166853:MI:2019-08-12	Aug 12, 2019	Aug 14, 2019	BRIGHTON, MI	Firm change

Relationships

Registered with (6)

→ F•••••• Y•••• I••••••••• W•••••Registered adviserregistration: current employment
Mar 7, 2025 to presentfactForm ADV
→ P•• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 15, 2025 to Mar 12, 2025factForm ADV
→ P••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 14, 2019 to Jan 24, 2025factForm ADV
→ W••••••• F•••••••• S•••••••• I•••

Dated events

Occurred
Mar 12, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 24, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:537be9fa-987e-8734-658a-f53972814a7c
First observed: Sep 9, 2010
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.