DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

D•• B•••••• G••• I••

Advisor at S••••• W•••••

SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:962499ee-5ec7-fb89-1017-59bb7f5dcbcc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 27, 2016 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: S••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• W•••••	Independent wealth	Feb 22, 2019	n/a	yes	SOUTHFIELD, MI	Current employment
B•• A•••••••• L••	Former SEC adviser	Dec 1, 2017	Dec 2, 2019	no	SOUTHFIELD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• A•••••••• L••	S••••• W•••••	Dec 2, 2019	Feb 22, 2019	-283	Firm change after gap	RIA to new firm
M••••• S••••••	B•• A•••••••• L••	Oct 5, 2017	Dec 1, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
109065:299564:MI:2019-12-02	Dec 2, 2019	Feb 22, 2019	SOUTHFIELD, MI	Firm change after gap

Relationships

Registered with (3)

→ S••••• W•••••Registered adviserregistration: current employment
Feb 22, 2019 to presentfactForm ADV
→ B•• A•••••••• L••Registered adviserregistration: previous registration
Dec 1, 2017 to Dec 2, 2019factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 27, 2016 to Oct 5, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:962499ee-5ec7-fb89-1017-59bb7f5dcbcc
First observed: Jun 27, 2016
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.