DFX Intelligence

B••••• N• O••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

B••••• N• O••••••••

Advisor at S••••• A•••• M••••••••• L•••••

TROY, MI | Bloomfield, MI

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Search this name across graphsid dfx:ria:963217f8-5567-e9e4-97f6-c68a850bae8f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Feb 17, 2022 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: S••••• A•••• M••••••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A•••• M••••••••• L•••••	Independent wealth	May 22, 2026	n/a	yes	TROY, MI\|Bloomfield, MI	Current employment
A•••• A••••••••• S••••••••• L••	Independent wealth	Jul 22, 2025	Apr 30, 2026	no	FARMINGTON, MI\|ROYAL OAK, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• A••••••••• S••••••••• L••	S••••• A•••• M••••••••• L•••••	Apr 30, 2026	May 22, 2026	22	Firm change	RIA to RIA
E•• F•••••••• G••••	A•••• A••••••••• S••••••••• L••	May 2, 2025	Jul 22, 2025

Relationships

Registered with (6)

→ S••••• A•••• M••••••••• L•••••Registered adviserregistration: current employment
May 22, 2026 to presentfactForm ADV
→ A•••• A••••••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 22, 2025 to Apr 30, 2026factForm ADV
→ E•• F•••••••• G••••Registered adviserregistration: previous registration
Nov 27, 2024 to May 2, 2025factForm ADV
→ E••••• J••••

Dated events

Occurred
Apr 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 2, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 16, 2024
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:963217f8-5567-e9e4-97f6-c68a850bae8f
First observed: Feb 17, 2022
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.