DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

G••••• W•••• H•••••

Advisor at C•••••••• C•••••• P•••••••• L••

ROCHESTER, MI

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Search this name across graphsid dfx:ria:8e22fdf1-4803-ccc7-ca0f-3e4af860e67c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 9, 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•••••••• C•••••• P•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jul 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• C•••••• P•••••••• L••	Other adviser	Dec 7, 2023	n/a	yes	ROCHESTER, MI	Current employment
C•••••••• C•••••• P•••••••• L••	Other adviser	Oct 9, 2007	Oct 9, 2007	no	TROY, MI	Previous registration

Relationships

Registered with (1)

→ C•••••••• C•••••• P•••••••• L••Registered adviserregistration: previous registration
Oct 9, 2007 to Oct 9, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e22fdf1-4803-ccc7-ca0f-3e4af860e67c
First observed: Oct 9, 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.