M••• M•••••

Advisor at D••••• W••••• G••••

ANN ARBOR, 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:829f9148-eaeb-18e9-1a61-9d8c0aed5569

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 20, 2008 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: D••••• W••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 15, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••• W••••• G••••	Independent wealth	May 17, 2018	n/a	yes	ANN ARBOR, MI	Current employment
C••••••• • D•••• I••	Former SEC adviser	Apr 10, 2013	Sep 17, 2018	no	WHITMORE LAKE, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• P••••••• G••••• L••	C••••••• • D•••• I••	Nov 4, 2020	Apr 10, 2013	-2,765	Firm change after gap	Other
C••••••• • D•••• I••	D••••• W••••• G••••	Sep 17, 2018	May 17, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
110769:294926:MI:2018-09-13	Sep 17, 2018	May 17, 2018	WHITMORE LAKE, MI	Firm change after gap

Relationships

Registered with (4)

→ D••••• W••••• G••••Registered adviserregistration: current employment
May 17, 2018 to presentfactForm ADV
→ M••••• P••••••• G••••• L••Registered adviserregistration: previous registration
Jan 6, 2010 to Nov 4, 2020factForm ADV
→ C••••••• • D•••• I••Registered adviserregistration: previous registration
Apr 10, 2013 to Sep 17, 2018factForm ADV
→ L•• F•••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:829f9148-eaeb-18e9-1a61-9d8c0aed5569
First observed: Nov 20, 2008
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.