B•••••• C•••••

Advisor at M••••• P•••••• W•••••• L••

AUBURN HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6f1d8a86-e63b-0d54-cdc1-fac01b8e1294

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 17, 2017 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: M••••• P•••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• P•••••• W•••••• L••	Independent wealth	Feb 2, 2021	n/a	yes	AUBURN HILLS, MI	Current employment
L•••••• W••••• A•••••••• L••	Former SEC adviser	Feb 25, 2019	Jan 25, 2021	no	Troy, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••• W••••• A•••••••• L••	M••••• P•••••• W•••••• L••	Jan 25, 2021	Feb 2, 2021	8	Firm change	RIA to new firm
P••••• M•••• F•••••••• A•••••••	L•••••• W••••• A•••••••• L••	Oct 17, 2017	Feb 25, 2019

Relationships

Registered with (3)

→ M••••• P•••••• W•••••• L••Registered adviserregistration: current employment
Feb 2, 2021 to presentfactForm ADV
→ L•••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 25, 2019 to Jan 25, 2021factForm ADV
→ P••••• M•••• F•••••••• A•••••••Registered adviserregistration: previous registration
Mar 17, 2017 to Oct 17, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f1d8a86-e63b-0d54-cdc1-fac01b8e1294
First observed: Mar 17, 2017
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.