DFX Intelligence

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

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

T••••• S••• R•••

Advisor at 7•• C••••••• L••

LANSING, MI | Archbold, OH

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Search this name across graphsid dfx:ria:5a023317-ec69-d186-fe05-3567fb6033d6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 10, 2023 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: 7•• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
7•• C••••••• L••	Independent wealth	Jan 17, 2026	n/a	yes	LANSING, MI\|Archbold, OH	Current employment
7•• C••••••• L••	Independent wealth	May 1, 2024	Dec 31, 2025	no	Archbold, OH\|LANSING, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• I••••••••• M••••••••• I•••	7•• C••••••• L••	Apr 26, 2024	May 1, 2024	5	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ 7•• C••••••• L••Registered adviserregistration: previous registration
May 1, 2024 to Dec 31, 2025factForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 10, 2023 to Apr 26, 2024factForm ADV

Dated events

Occurred
Apr 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a023317-ec69-d186-fe05-3567fb6033d6
First observed: Mar 10, 2023
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.