DFX Intelligence

E••• M•••••• V•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

E••• M•••••• V•••••

Advisor at W•• B•••••••• S•••••••• I•••

Troy, MI

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Search this name across graphsid dfx:ria:9b27987f-faa8-62ac-d29e-b6f109f6e2b2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 9, 2023 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: W•• B•••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•• B•••••••• S•••••••• I•••	Bd affiliated wealth	Jun 12, 2026	n/a	yes	Troy, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	May 15, 2025	Jun 4, 2026	no	TROY, MI\|AUBURN HILLS, MI\|PERRYSBURG, OH\|MACOMB, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	W•• B•••••••• S•••••••• I•••	Jun 4, 2026	Jun 12, 2026	8	Firm change	Ibd to ibd
C••• F•••••••• S•••••••• L•••	L•• F•••••••• L••	May 15, 2025	May 15, 2025

Relationships

Registered with (4)

→ W•• B•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jun 12, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 15, 2025 to Jun 4, 2026factForm ADV
→ C••• F•••••••• S•••••••• L•••Registered adviserregistration: previous registration
Mar 25, 2024 to May 15, 2025factForm ADV
→ T••••••• I••••••••• M••••••••• I•••

Dated events

Occurred
Jun 4, 2026
Advisor changed firm
E••• M•••••• V••••• left L•• F•••••••• L•• for W•• B•••••••• S•••••••• I••• (registered 2026-06-12)
Form ADVobserved 7 days ago
Occurred
Mar 26, 2024
Advisor changed firm
E••• M•••••• V••••• left T••••••• I••••••••• M••••••••• I••• for C••• F•••••••• S•••••••• L••• (registered 2024-03-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b27987f-faa8-62ac-d29e-b6f109f6e2b2
First observed: Oct 9, 2023
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.