DFX Intelligence

T••••• W••••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

T••••• W••••• D•••••

Advisor at V••••• C•••••• P•••••••

ANN ARBOR, MI

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Search this name across graphsid dfx:ria:bae4871b-77b1-833c-6903-f0f4ba26e381

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2007 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: V••••• C•••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 16, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• C•••••• P•••••••	Independent wealth	Jul 17, 2015	n/a	yes	ANN ARBOR, MI	Current employment
H••••••••• N•••• W••••• A•••••••• I•••	Independent wealth	Feb 7, 2007	Jul 20, 2015	no	BELMONT, MI\|NORTHVILLE, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• N•••• W••••• A•••••••• I•••	V••••• C•••••• P•••••••	Jul 20, 2015	Jul 17, 2015	-3	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
141201:175147:MI:2015-07-20	Jul 20, 2015	Jul 17, 2015	NORTHVILLE, MI	Firm change

Relationships

Registered with (2)

→ V••••• C•••••• P•••••••Registered adviserregistration: current employment
Jul 17, 2015 to presentfactForm ADV
→ H••••••••• N•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 7, 2007 to Jul 20, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bae4871b-77b1-833c-6903-f0f4ba26e381
First observed: Feb 7, 2007
Last observed: Sep 14, 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.