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O•••• R••••• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

O•••• R••••• M••••••

Advisor at C•• A•••• M••••••••• I•••

SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:a462dc62-7be9-366d-4305-3bb96a564fee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Oct 30, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

O•••• R••••• M••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•• A•••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 4, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•• A•••• M••••••••• I•••	Independent wealth	Jan 13, 2026	n/a	yes	SOUTHFIELD, MI	Current employment
C•• A•••• M••••••••• I•••	Independent wealth	Oct 30, 2010	Dec 31, 2025	no

Relationships

Registered with (1)

→ C•• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 30, 2010 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a462dc62-7be9-366d-4305-3bb96a564fee
First observed: Oct 30, 2010
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.