DFX Intelligence

B•••••• V•••••• K••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

B•••••• V•••••• K••••••

Advisor at S••••• A•••• M••••••••• L•••••

TROY, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Feb 17, 2004 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: S••••• A•••• M••••••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 17, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A•••• M••••••••• L•••••	Independent wealth	Dec 3, 2025	n/a	yes	TROY, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Feb 1, 2024	Dec 9, 2025	no	ST. CLAIR SHORES, MI\|BEVERLY HILLS, MI\|ROCHESTER, MI\|BLOOMFIELD HILLS, MI\|Grosse Pointe Woods, MI\|GROSSE POINTE WOODS, MI\|SAN DIEGO, CA\|ROCHESTER, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	S••••• A•••• M••••••••• L•••••	Dec 9, 2025	Dec 3, 2025	-6	Firm change	Ibd to RIA
O•••• I••••••••• I•••	L•• F•••••••• L••	Feb 1, 2024	Feb 1, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
35371:6413:MI:2024-01-30	Feb 1, 2024	Feb 1, 2024	BEVERLY HILLS, MI	Firm change

Relationships

Registered with (9)

→ S••••• A•••• M••••••••• L•••••Registered adviserregistration: current employment
Dec 3, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 1, 2024 to Dec 9, 2025factForm ADV
→ O•••• I••••••••• I•••Registered adviserregistration: previous registration
Dec 7, 2020 to Feb 1, 2024factForm ADV
→ C••••• I••••••••• A••••••• L••

Dated events

Order

Occurred
9 Dec 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
1 Feb 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 17, 2004
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.