DFX Intelligence

G•••• M••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

G•••• M••• S••••••••

Advisor at S••••••• • C••

BLOOMFIELD HILLS, MI

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Search this name across graphsid dfx:ria:65a446ec-e2a0-5b9e-9a98-47e0e53c2a5e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 16, 2022 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: S••••••• • C••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• • C••	Other adviser	Jul 12, 2024	n/a	yes	BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI	Current employment
C•••••• C••••• G••••• I•••	No RAUM reported	May 16, 2022	Jun 27, 2024	no	SAN ANTONIO, TX\|CARMEL, IN\|San Antonio, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• C••••• G••••• I•••	S••••••• • C••	Jun 27, 2024	Jul 12, 2024	15	Firm change	Other

Relationships

Registered with (2)

→ S••••••• • C••Registered adviserregistration: current employment
Jul 12, 2024 to presentfactForm ADV
→ C•••••• C••••• G••••• I•••Registered adviserregistration: previous registration
May 16, 2022 to Jun 27, 2024factForm ADV

Dated events

Occurred
Jun 27, 2024
Advisor changed firm
G•••• M••• S•••••••• left C•••••• C••••• G••••• I••• for S••••••• • C•• (registered 2024-07-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65a446ec-e2a0-5b9e-9a98-47e0e53c2a5e
First observed: May 16, 2022
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.