DFX Intelligence

N•••••• F••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

N•••••• F••• G•••••

Advisor at F•••• P••••••• W•••••• L••

Southfield, MI

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Search this name across graphsid dfx:ria:ae6b403b-146b-16a0-f35d-c232fc0c2105

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 13, 2021 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
F•••• P••••••• W•••••• L••	Independent wealth	Jan 4, 2026	n/a	yes	Southfield, MI	Current employment
N••••••••• A•••• M••••••••• L••	Independent wealth	Jan 5, 2025	Mar 20, 2026	no	Southfield, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• A•••• M••••••••• L••	F•••• P••••••• W•••••• L••	Mar 20, 2026	Jan 4, 2026	-75	Bulk transfer	RIA to RIA
T•••••• C••••••• L••	N••••••••• A•••• M••••••••• L••	Mar 21, 2024	Mar 1, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
168794:282241:MI:2024-03-21	Mar 21, 2024	Mar 1, 2024	SOUTHFIELD, MI	Firm change

Relationships

Registered with (3)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jan 4, 2026 to presentfactForm ADV
→ N••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jan 5, 2025 to Mar 20, 2026factForm ADV
→ T•••••• C••••••• L••Registered adviserregistration: previous registration
Dec 13, 2021 to Mar 21, 2024factForm ADV

Dated events

Occurred
Mar 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae6b403b-146b-16a0-f35d-c232fc0c2105
First observed: Dec 13, 2021
Last observed: Sep 14, 2026 9 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.