DFX Intelligence

G••• C•••••• W••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant32 years in industry

G••• C•••••• W••••

Advisor at B••••••••• W••••• A•••••••• L••

Fenton, MI

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2010 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: B••••••••• W••••• A•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Sep 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W••••• A•••••••• L••	No RAUM reported	May 9, 2016	n/a	yes	Fenton, MI	Current employment
G••••• F•••••••• P•••••• C••••••• I•••	Former SEC adviser	Oct 8, 2010	May 2, 2016	no	GRAND BLANC, MI\|SARASOTA, FL\|FENTON, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• F•••••••• P•••••• C••••••• I•••	B••••••••• W••••• A•••••••• L••	May 2, 2016	May 9, 2016	7	Firm change	Other
P••••••••• E•••••••• P•••••••• L••	G••••• F•••••••• P•••••• C••••••• I•••	May 2, 2016	Oct 8, 2010

Relationships

Registered with (3)

→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
May 9, 2016 to presentfactForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Oct 8, 2010 to May 2, 2016factForm ADV
→ P••••••••• E•••••••• P•••••••• L••Registered adviserregistration: previous registration
Jul 2, 2010 to May 2, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 2, 2010
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.