DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

C•••••• M•••••• H•••••

Advisor at B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••

Bloomfield Hills, MI | BLOOMFIELD HILLS, MI

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Search this name across graphsid dfx:ria:85a846c3-09c9-d5c2-8231-28be68e4b5a8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 8, 2008 to Sep 15, 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: B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 4, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom 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
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Jan 5, 2010	n/a	yes	BLOOMFIELD HILLS, MI\|Bloomfield Hills, MI	Current employment
F•••••• B•••• W••••• L••	n/a	Sep 8, 2008	Oct 28, 2008	no	AUBURN HILLS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• B•••• W••••• L••	B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Oct 28, 2008	Jan 5, 2010	434	Firm change after gap	Other

Relationships

Registered with (2)

→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jan 5, 2010 to presentfactForm ADV
→ F•••••• B•••• W••••• L••Registered adviserregistration: previous registration
Sep 8, 2008 to Oct 28, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85a846c3-09c9-d5c2-8231-28be68e4b5a8
First observed: Sep 8, 2008
Last observed: Sep 15, 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.