DFX Intelligence

P•••••• J••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor37 years in industry

P•••••• J••••• M•••••

Advisor at F•• A•••••••• I•••

FARMINGTON HILLS, MI

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Search this name across graphsid dfx:ria:748f2d58-149b-e43e-897e-ab6339124bee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 12, 2010 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: F•• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•• A•••••••• I•••	Independent wealth	Jun 29, 2010	n/a	yes	FARMINGTON HILLS, MI	Current employment
O• I••••••••• M••••••••• C•	Bd affiliated wealth	Jul 12, 2010	Jul 14, 2022	no	FARMINGTON HILL, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O• I••••••••• M••••••••• C•	n/a	Jul 14, 2022	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ F•• A•••••••• I•••Registered adviserregistration: current employment
Jun 29, 2010 to presentfactForm ADV
→ O• I••••••••• M••••••••• C•Registered adviserregistration: previous registration
Jul 12, 2010 to Jul 14, 2022factForm ADV

Dated events

Occurred
Jul 14, 2022
Advisor departed, no destination yet
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:748f2d58-149b-e43e-897e-ab6339124bee
First observed: Jul 12, 2010
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.