DFX Intelligence

A••••• M•••• Z••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

A••••• M•••• Z••••••••

Advisor at Q•••••• W••••• S••••••••• L••

SHELBY TOWNSHIP, 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, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2018 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: Q•••••• W••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Q•••••• W••••• S••••••••• L••	State registered	Mar 19, 2021	n/a	yes	SHELBY TOWNSHIP, MI	Current employment
S••	Bd affiliated wealth	Oct 26, 2018	Mar 22, 2021	no	Ann Arbor, MI\|ANN ARBOR, MI\|Shelby Township, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••	Q•••••• W••••• S••••••••• L••	Mar 22, 2021	Mar 19, 2021	-3	Firm change	Ibd to state RIA
S••••••••• A•••••• A•••••••• I•••	S••	Oct 15, 2018	Oct 26, 2018

Relationships

Registered with (4)

→ Q•••••• W••••• S••••••••• L••Registered adviserregistration: current employment
Mar 19, 2021 to presentfactForm ADV
→ S••Registered adviserregistration: previous registration
Oct 26, 2018 to Mar 22, 2021factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 11, 2018 to Oct 15, 2018factForm ADV
→ R•••••• J•••• • A••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 28, 2018
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.