DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at R•••••• W•••••
Troy, MI | LANSING, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| R•••••• W••••• | Independent wealth | May 18, 2026 | n/a | yes | Troy, MI|LANSING, MI | Current employment |
| G••••• R•••••• R••••••••• L•• | Independent wealth | Apr 20, 2025 | Apr 27, 2026 | no | Troy, MI|DUBLIN, OH|Novi, MI |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| G••••• R•••••• R••••••••• L•• | R•••••• W••••• | Apr 27, 2026 | May 18, 2026 | 21 | Firm change | RIA to RIA |
| M• H••••••• S••••••••• I••• | G••••• R•••••• R••••••••• L•• | Apr 18, 2025 | Apr 20, 2025 |
| M• H••••••• S••••••••• I••• | Bd affiliated wealth | Mar 22, 2021 | Apr 18, 2025 | no | PORTLAND, OR|DETROIT, MI|Ferndale, MI | Previous registration |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Jul 20, 2018 | Feb 10, 2021 | no | TROY, MI | Previous registration |
| E•••••••• A•••••••• L•• | National bd RIA | Jun 29, 2016 | Jul 26, 2018 | no | TROY, MI|Howell, MI|TROY, MI | Previous registration |
| 2 |
| Firm change |
| Ibd to RIA |
| A••••••••• F•••••••• S•••••••• L•• | M• H••••••• S••••••••• I••• | Feb 10, 2021 | Mar 22, 2021 | 40 | Firm change | Ibd to ibd |
| E•••••••• A•••••••• L•• | A••••••••• F•••••••• S•••••••• L•• | Jul 26, 2018 | Jul 20, 2018 | -6 | Firm change | Ibd to ibd |