DFX Intelligence

T••• R••••••• M•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner42 years in industry

T••• R••••••• M•••

Advisor at G•••••••• F•••••••• G••••• L••

Bloomfield Hills, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2005 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: G•••••••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 15, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• F•••••••• G••••• L••	Independent wealth	Jan 2, 2025	n/a	yes	Bloomfield Hills, MI	Current employment
P•••••• G•••••••• A••••••• G••••• L••	Former SEC adviser	Sep 18, 2020	Feb 5, 2021	no	Bloomfield Hills, MI\|Troy, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• G•••••••• A••••••• G••••• L••	G•••••••• F•••••••• G••••• L••	Feb 5, 2021	Jan 2, 2025	1,427	Firm change after gap	Other
P•••••• W••••• A••••••• G••••	P•••••• G•••••••• A••••••• G••••• L••	Aug 6, 2020	Feb 24, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
171405:306595:MI:2021-02-05	Feb 5, 2021	Jan 2, 2025	TROY, MI	Firm change after gap
158718:171405:MI:2020-08-06	Aug 6, 2020	Feb 24, 2017	TROY, MI	Firm change after gap
171405:158718:MI:2016-12-31	Dec 31, 2016	Dec 3, 2015	TROY, MI	Firm change after gap

Relationships

Registered with (4)

→ G•••••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ P•••••• G•••••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Sep 18, 2020 to Feb 5, 2021factForm ADV
→ P•••••• W••••• A••••••• G••••Registered adviserregistration: previous registration
Dec 3, 2015 to Aug 6, 2020factForm ADV
→ G•••••••• F•••••••• G••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2005
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.