DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

D••••• A•••• G••••

Advisor at A•• W••••• A••••••• L••

CANTON, OH | Farmington Hills, MI

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Search this name across graphsid dfx:ria:99715d85-3afb-e8bc-22c9-8763e5eb85d9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 14, 2016 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: A•• W••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 26, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•• W••••• A••••••• L••	State registered	Oct 19, 2023	n/a	yes	Farmington Hills, MI\|CANTON, OH	Current employment
A•••••••• C•••••• M•••••••••	Independent wealth	Feb 14, 2019	Aug 31, 2023	no	Farmington Hills, MI\|CORNELIUS, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• C•••••• M•••••••••	A•• W••••• A••••••• L••	Aug 31, 2023	Oct 19, 2023	49	Firm change	RIA to state RIA
V••••• C•••••• M••••••••• L••	A•••••••• C•••••• M•••••••••	Feb 14, 2019	Feb 14, 2019

Relationships

Registered with (3)

→ A•• W••••• A••••••• L••Registered adviserregistration: current employment
Oct 19, 2023 to presentfactForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Feb 14, 2019 to Aug 31, 2023factForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 18, 2019 to Feb 14, 2019factForm ADV

Dated events

Occurred
Aug 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99715d85-3afb-e8bc-22c9-8763e5eb85d9
First observed: Jun 14, 2016
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.