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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

A•••••• D••• B••••••••

Advisor at M••••••• C•••••• M••••••••• L••

GRAND BLANC, 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:acc7807e-1e70-8662-f4f0-dc23bfdf6842

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jul 14, 2014 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: M••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 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
M••••••• C•••••• M••••••••• L••	Independent wealth	Feb 20, 2026	n/a	yes	GRAND BLANC, MI	Current employment
M••• C••••••	Independent wealth	Dec 2, 2024	Jan 16, 2026	no	ANNAPOLIS, MD\|Lansing, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••• C••••••	M••••••• C•••••• M••••••••• L••	Jan 16, 2026	Feb 20, 2026	35	Firm change	RIA to RIA
C• A••••••• S•••••••	M••• C••••••	May 29, 2024	Dec 2, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
156323:174160:MI:2015-01-20	Jan 20, 2015	Jan 28, 2015	SOUTHFIELD, MI	Firm change

Relationships

Registered with (7)

→ M••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 20, 2026 to presentfactForm ADV
→ M••• C••••••Registered adviserregistration: previous registration
Dec 2, 2024 to Jan 16, 2026factForm ADV
→ C• A••••••• S•••••••Registered adviserregistration: previous registration
Jan 12, 2022 to May 29, 2024factForm ADV
→ SPC

Dated events

Occurred
Jan 16, 2026
Advisor changed firm
A•••••• D••• B•••••••• left M••• C•••••• for M••••••• C•••••• M••••••••• L•• (registered 2026-02-20)
Form ADVobserved 7 days ago
Occurred
May 29, 2024
Advisor changed firm
A•••••• D••• B•••••••• left C• A••••••• S••••••• for M••• C•••••• (registered 2024-12-02)
Form ADVobserved 7 days ago
Occurred
Jan 3, 2022
Advisor changed firm
A•••••• D••• B•••••••• left Spc for C• A••••••• S••••••• (registered 2022-01-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acc7807e-1e70-8662-f4f0-dc23bfdf6842
First observed: Jul 14, 2014
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.