DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

C••••••• B•••••• B••••••

Advisor at L•• F•••••••• L••

PLYMOUTH, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 9:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 10, 2014 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 7, 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jan 5, 2026	n/a	yes	PLYMOUTH, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jul 14, 2021	Jan 18, 2024	no	FORT MILL, SC\|HUNTINGTON WOODS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• C••••• A•••••••• L••	L•• F•••••••• L••	Feb 8, 2021	Jul 14, 2021	156	Firm change	RIA to ibd
S•••••••• F••••••••• I•••	C••• C••••• A•••••••• L••	Jul 3, 2019	Jul 31, 2020

Relationships

Registered with (5)

→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 14, 2021 to Jan 18, 2024factForm ADV
→ C••• C••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 31, 2020 to Feb 8, 2021factForm ADV
→ S•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Jan 30, 2017 to Jul 3, 2019factForm ADV
→ W••••••• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 10, 2014
Last observed: Sep 14, 2026 10 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.