DFX Intelligence

O••••• D•••• L••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

O••••• D•••• L••

Advisor at C•••••• A•••••••

Lake Orion, MI | SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:7ae2809d-5f72-5a5f-f8bf-245adb148d95

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 28, 2007 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•••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 17, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• A•••••••	Bd affiliated wealth	Jul 17, 2014	n/a	yes	SOUTHFIELD, MI\|Lake Orion, MI	Current employment
E••••••• I••••••••• A•••••••• L••	n/a	Jun 28, 2007	Dec 19, 2007	no	LAKE ORION, MI\|OMAHA, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••••• I••••••••• A•••••••• L••	C•••••• A•••••••	Dec 19, 2007	Jul 17, 2014	2,402	Firm change after gap	Other

Relationships

Registered with (2)

→ C•••••• A•••••••Registered adviserregistration: current employment
Jul 17, 2014 to presentfactForm ADV
→ E••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 28, 2007 to Dec 19, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ae2809d-5f72-5a5f-f8bf-245adb148d95
First observed: Jun 28, 2007
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.