DFX Intelligence
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Reading the graph
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Advisor at P•• W••••• M•••••••••
ANN ARBOR, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| P•• W••••• M••••••••• | Bd affiliated wealth | Jun 8, 2026 | n/a | yes | ANN ARBOR, MI | Current employment |
| S•••••••• A••••••• L•• | National bd RIA | Mar 31, 2025 | Jun 10, 2026 | no | ANN ARBOR, MI|ANN ARBOR, MI|ANN ARBOR, MI|ANN ARBOR, MI|BOSTON, MA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S•••••••• A••••••• L•• | P•• W••••• M••••••••• | Jun 10, 2026 | Jun 8, 2026 | -2 | Firm change | Ibd to ibd |
| F••••••• P••••••• A•• W•••••••• A••••••• | S•••••••• A••••••• L•• | Mar 31, 2025 | Mar 31, 2025 |
| F••••••• P••••••• A•• W•••••••• A••••••• | Former SEC adviser | Jul 13, 2018 | Mar 31, 2025 | no | BOSTON, MA|ANN ARBOR, MI | Previous registration |
| S•••••••• A••••••• L•• | National bd RIA | Jul 22, 2015 | Jul 13, 2018 | no | ANN ARBOR, MI | Previous registration |
| 0 |
| Bulk transfer |
| Ibd to ibd |
| S•••••••• A••••••• L•• | F••••••• P••••••• A•• W•••••••• A••••••• | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |