DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

C••••••• J•••• R••••••

Advisor at F•• A•••••••• I•••

FARMINGTON HILLS, MI

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Search this name across graphsid dfx:ria:553df399-8599-ba5d-b363-d9a1321c5725

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 8, 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•• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 26, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•• A•••••••• I•••	Independent wealth	Jan 1, 2025	n/a	yes	FARMINGTON HILLS, MI	Current employment
O• I••••••••• M••••••••• C•	Bd affiliated wealth	Feb 12, 2015	Jul 13, 2022	no	FARMINGTON HILL, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O• I••••••••• M••••••••• C•	F•• A•••••••• I•••	Jul 13, 2022	Jan 1, 2025	903	Firm change after gap	Ibd to RIA
S•••••••• F••••••••• I•••	O• I••••••••• M••••••••• C•	Feb 9, 2015	Feb 12, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
105662:122132:MI:2022-07-13	Jul 13, 2022	Jan 1, 2025	FARMINGTON HILL, MI	Firm change after gap

Relationships

Registered with (3)

→ F•• A•••••••• I•••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ O• I••••••••• M••••••••• C•Registered adviserregistration: previous registration
Feb 12, 2015 to Jul 13, 2022factForm ADV
→ S•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Feb 8, 2010 to Feb 9, 2015factForm ADV

Dated events

Occurred
Jul 13, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:553df399-8599-ba5d-b363-d9a1321c5725
First observed: Feb 8, 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.