DFX Intelligence
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Reading the graph
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Advisor at R•••••• W•••••
Troy, MI | LANSING, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| R•••••• W••••• | Independent wealth | Apr 22, 2026 | n/a | yes | Troy, MI|LANSING, MI | Current employment |
| L•• F•••••••• L•• | Bd affiliated wealth | May 4, 2023 | Apr 23, 2026 | no | ROCHESTER HILLS, MI|FORT MILL, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| L•• F•••••••• L•• | R•••••• W••••• | Apr 23, 2026 | Apr 22, 2026 | -1 | Firm change | Ibd to RIA |
| E•••••••• A•••••••• L•• | L•• F•••••••• L•• | Jan 13, 2023 | May 4, 2023 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6627:283330:MI:2019-05-23 | May 23, 2019 | Jun 10, 2019 | ROYAL OAK, MI | Firm change |
| E•••••••• A•••••••• L•• | National bd RIA | Jul 1, 2022 | Jan 13, 2023 | no | TROY, MI | Previous registration |
| K••••• A••••••• S•••••••• L•• | Bd affiliated wealth | Jun 10, 2019 | Jun 30, 2022 | no | Royal Oak, MI|AUSTIN, TX | Previous registration |
| E•••••••• A•••••••• L•• | National bd RIA | Oct 11, 2016 | May 23, 2019 | no | TROY, MI|DETROIT, MI|ROYAL OAK, MI | Previous registration |
| Firm change |
| Ibd to ibd |
| K••••• A••••••• S•••••••• L•• | E•••••••• A•••••••• L•• | Jun 30, 2022 | Jul 1, 2022 | 1 | Firm change | Ibd to ibd |
| E•••••••• A•••••••• L•• | K••••• A••••••• S•••••••• L•• | May 23, 2019 | Jun 10, 2019 | 18 | Firm change | Ibd to ibd |