DFX Intelligence

D•••••• G• F•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

D•••••• G• F•••••••••

Advisor at M••••••••• R•••••••••

Oxford, MI | WASHINGTON, DC

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 25, 2023 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: M••••••••• R•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• R•••••••••	Bd affiliated wealth	Sep 7, 2023	n/a	yes	Oxford, MI\|WASHINGTON, DC	Current employment
C• A••••••• S•••••••	Independent wealth	Jan 25, 2023	Nov 15, 2023	no	WILLIAMSTON, MI\|Williamston, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C• A••••••• S•••••••	M••••••••• R•••••••••	Nov 15, 2023	Sep 7, 2023	-69	Firm change after gap	Other

Relationships

Registered with (2)

→ M••••••••• R•••••••••Registered adviserregistration: current employment
Sep 7, 2023 to presentfactForm ADV
→ C• A••••••• S•••••••Registered adviserregistration: previous registration
Jan 25, 2023 to Nov 15, 2023factForm ADV

Dated events

Occurred
Nov 15, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 25, 2023
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.