DFX Intelligence

V•••••• A• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

V•••••• A• P••••••

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

••• Locked

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Search this name across graphsid dfx:ria:aece0b54-a656-564d-bfc4-cd4d58585832

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

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2012 to Sep 15, 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: Jun 8, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
A••••••• C•••••• M••••••••• L••	Independent wealth	Oct 29, 2025	n/a	yes	RIDGEWOOD, NJ\|Troy, MI	Current employment
M••••••• C•••••• M••••••••• L••	Independent wealth	Oct 29, 2025	n/a	yes	GRAND BLANC, MI	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• F•••••••• G••••• L•••••	A••••••• C•••••• M••••••••• L••	Feb 20, 2018	Oct 29, 2025	2,808	Firm change after gap	Other
G•• W••••• M••••••••• L••	S•••••• F•••••••• G••••• L•••••	May 2, 2016	Apr 4, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
124541:117756:MI:2016-05-02	May 2, 2016	Apr 4, 2016	STCLAIR SHORES, MI	Firm change

Relationships

Registered with (5)

→ M••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 29, 2025 to presentfactForm ADV
→ A••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 29, 2025 to presentfactForm ADV
→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: previous registration
Apr 4, 2016 to Feb 20, 2018factForm ADV
→ G•• W••••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aece0b54-a656-564d-bfc4-cd4d58585832
First observed: Jun 12, 2012
Last observed: Sep 15, 2026 7 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.