DFX Intelligence

M•••••• H• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

M•••••• H• W•••••

Advisor at C••••• W••••• M•••••••••

PLYMOUTH, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 29, 2015 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••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 5, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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••••• W••••• M•••••••••	Independent wealth	May 6, 2026	n/a	yes	PLYMOUTH, MI	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Sep 1, 2020	May 12, 2026	no	Plymouth, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	C••••• W••••• M•••••••••	May 12, 2026	May 6, 2026	-6	Firm change	Ibd to new firm
K•••• M•••••••••	A• W••••• M••••••••• L••	Sep 1, 2020	Sep 1, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
282580:340956:MI:2026-05-12	May 12, 2026	May 6, 2026	PLYMOUTH, MI	Firm change
133025:282580:FL:2020-09-01	Sep 1, 2020	Sep 1, 2020	PONTE VEDRA BEACH, FL	Firm change

Relationships

Registered with (4)

→ C••••• W••••• M•••••••••Registered adviserregistration: current employment
May 6, 2026 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 1, 2020 to May 12, 2026factForm ADV
→ K•••• M•••••••••Registered adviserregistration: previous registration
May 23, 2016 to Sep 1, 2020factForm ADV
→ H••••••••• F•••••••• A•••••••

Dated events

Order

Occurred
12 May 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 29, 2015
Last observed: Sep 14, 2026 10 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.