M•• W••••••••

Advisor at R•••••• W•••••

Troy, MI | LANSING, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:99983630-e1c9-3817-bb02-da06e78950c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 16, 2019 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: R•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
R•••••• W•••••	Independent wealth	May 11, 2023	n/a	yes	Troy, MI\|LANSING, MI	Current employment
P••••• M•••• F•••••••• A•••••••	Independent wealth	Oct 16, 2019	Apr 21, 2023	no	SOUTHFIELD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••• M•••• F•••••••• A•••••••	R•••••• W•••••	Apr 21, 2023	May 11, 2023	20	Firm change	RIA to RIA

Relationships

Registered with (2)

→ R•••••• W•••••Registered adviserregistration: current employment
May 11, 2023 to presentfactForm ADV
→ P••••• M•••• F•••••••• A•••••••Registered adviserregistration: previous registration
Oct 16, 2019 to Apr 21, 2023factForm ADV

Dated events

Occurred
Apr 21, 2023
Advisor changed firm
M•• W•••••••• left P••••• M•••• F•••••••• A••••••• for R•••••• W••••• (registered 2023-05-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99983630-e1c9-3817-bb02-da06e78950c5
First observed: Oct 16, 2019
Last observed: Sep 14, 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.