DFX Intelligence

D•••• S••••• E••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

D•••• S••••• E••••••

Advisor at R•••• I••••••••• A•••••••

BRIGHTON, MI

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Search this name across graphsid dfx:ria:b472b22f-f820-01da-e49a-12a856b36d61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 10, 2023 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: R•••• I••••••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• I••••••••• A•••••••	State registered	Oct 16, 2019	n/a	yes	BRIGHTON, MI	Current employment
R•••••• W••••• A•••••••• I•••	Independent wealth	Mar 10, 2023	Jul 1, 2024	no	NEW HUDSON, MI\|MINNEAPOLIS, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• W••••• A•••••••• I•••	n/a	Jul 1, 2024	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ R•••• I••••••••• A•••••••Registered adviserregistration: current employment
Oct 16, 2019 to presentfactForm ADV
→ R•••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 10, 2023 to Jul 1, 2024factForm ADV

Dated events

Occurred
Jul 1, 2024
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b472b22f-f820-01da-e49a-12a856b36d61
First observed: Mar 10, 2023
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.