DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

M••• K•••••••• S••••••

Advisor at C••••• F•• F•••••••• P••••••• I••

SOUTHFIELD, 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:715fefc0-6920-d0a3-f8ce-9959acd00561

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 17, 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: C••••• F•• F•••••••• P••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• F•• F•••••••• P••••••• I••	Independent wealth	Feb 25, 2026	n/a	yes	SOUTHFIELD, MI	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Apr 16, 2025	Mar 16, 2026	no	Southfield, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C••••• F•• F•••••••• P••••••• I••	Mar 16, 2026	Feb 25, 2026	-19	Firm change	Ibd to RIA
T•• F•••••••• A•••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Apr 21, 2025	Apr 16, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:109599:MI:2026-03-12	Mar 16, 2026	Feb 25, 2026	SOUTHFIELD, MI	Firm change
6363:284924:MI:2023-05-24	May 24, 2023	May 19, 2023	STERLING HEIGHTS, MI	Firm change

Relationships

Registered with (4)

→ C••••• F•• F•••••••• P••••••• I••Registered adviserregistration: current employment
Feb 25, 2026 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Apr 16, 2025 to Mar 16, 2026factForm ADV
→ T•• F•••••••• A•••••••Registered adviserregistration: previous registration
May 19, 2023 to Apr 21, 2025factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Occurred
Mar 16, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:715fefc0-6920-d0a3-f8ce-9959acd00561
First observed: Jun 17, 2022
Last observed: Sep 14, 2026 9 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.