DFX Intelligence

K•••• V•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

K•••• V•••••••••

Advisor at S••••• A•••• M••••••••• L•••••

TROY, MI | Bloomfield Hills, MI

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 17, 2012 to Sep 15, 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••••• A•••• M••••••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A•••• M••••••••• L•••••	Independent wealth	Sep 23, 2021	n/a	yes	TROY, MI\|Bloomfield Hills, MI	Current employment
S••	Bd affiliated wealth	Sep 17, 2012	Sep 28, 2021	no	BLOOMFIELD HILLS, MI\|ANN ARBOR, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••	S••••• A•••• M••••••••• L•••••	Sep 28, 2021	Sep 23, 2021	-5	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
110692:144046:MI:2021-09-24	Sep 28, 2021	Sep 23, 2021	ANN ARBOR, MI	Firm change

Relationships

Registered with (2)

→ S••••• A•••• M••••••••• L•••••Registered adviserregistration: current employment
Sep 23, 2021 to presentfactForm ADV
→ S••Registered adviserregistration: previous registration
Sep 17, 2012 to Sep 28, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 17, 2012
Last observed: Sep 15, 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.