DFX Intelligence

C••• P•••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

C••• P•••• B••••••

Advisor at F••••• W••••• M••••••••• L•••

Scottsdale, AZ | BRIGHTON, MI

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Search this name across graphsid dfx:ria:b0769cf4-837a-af89-c4fa-fc3d9361961a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Aug 12, 2004 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: F••••• W••••• M••••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 12, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• W••••• M••••••••• L•••	Independent wealth	Sep 10, 2024	n/a	yes	Scottsdale, AZ\|BRIGHTON, MI	Current employment
U••• I••••••••• S••••••• C••••••	No RAUM reported	Apr 30, 2024	May 29, 2024	no	Phoenix, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••• I••••••••• S••••••• C••••••	F••••• W••••• M••••••••• L•••	May 29, 2024	Sep 10, 2024	104	Firm change	Other
C•••••• S••••• • C••• I•••	U••• I••••••••• S••••••• C••••••	Dec 20, 2022	Apr 30, 2024

Relationships

Registered with (7)

→ F••••• W••••• M••••••••• L•••Registered adviserregistration: current employment
Sep 10, 2024 to presentfactForm ADV
→ U••• I••••••••• S••••••• C••••••Registered adviserregistration: previous registration
Apr 30, 2024 to May 29, 2024factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Dec 3, 2021 to Dec 20, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
May 29, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0769cf4-837a-af89-c4fa-fc3d9361961a
First observed: Aug 12, 2004
Last observed: Sep 15, 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.