DFX Intelligence

C•••••••• D•••••• A•••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

C•••••••• D•••••• A•••• G••••

C•••••••• D•••••• A•••• G••••, LLC, CRD 325469

EAST LANSING, MI

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Search this name across graphsid dfx:ria:b3e95178-03d1-a01c-f265-07ed62da4316

Data as of Jun 2, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
On other graphs: 0
Observed: Mar 1, 2023 to Jun 2, 2023
6 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• K••••• L••	MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	01/2023	Mar 1, 2023	Jun 2, 2023

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
B••••• C•••••• M•••••• G••••• L••	2	Dec 31, 2023	Jan 1, 2026	EAST LANSING, MI	Team lift out	Other	100.0%

Relationships

Controls (1)

← B•••••• K••••• L••OwnerMEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 1, 2023 to presentfactForm ADV

Moved with (1)

→ B••••• C•••••• M•••••• G••••• L••Registered adviser2 advisors, team lift out, same day
Dec 31, 2023 to Jan 1, 2026factForm ADV

Registered with (2)

← THOMAS JAMES B•••••Advisorregistration: previous registration
Jul 6, 2023 to Dec 31, 2023factForm ADV

Dated events

Occurred
Dec 31, 2023
Team lift-out
2 advisors left C•••••••• D•••••• A•••• G•••• (East Lansing, MI) for B••••• C•••••• M•••••• G••••• L•• on the same day
Form ADVobserved 7 days ago
2 advisors
Occurred
Dec 31, 2023
Advisor changed firm
Kylie Lyn Blasen left C•••••••• D•••••• A•••• G•••• for B••••• C•••••• M•••••• G••••• L•• (registered 2026-01-01)
Form ADVobserved 7 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Thomas James Blasen left C•••••••• D•••••• A•••• G•••• for B••••• C•••••• M•••••• G••••• L•• (registered 2026-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3e95178-03d1-a01c-f265-07ed62da4316
First observed: Mar 1, 2023
Last observed: Jun 2, 2023 40 months ago
Source families: Federal regulator filings
3 registered feeds 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.