DFX Intelligence

M•••• A••• E••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

M•••• A••• E••••••

Advisor at L•• F•••••••• L••

BINGHAM FARMS, MI | ARCHER CITY, TX

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Search this name across graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 15, 2021 to Sep 15, 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Mar 19, 2024	n/a	yes	ARCHER CITY, TX\|BINGHAM FARMS, MI	Current employment
S•••••••• W••••• C••••••	Independent wealth	Aug 15, 2023	Mar 18, 2024	no	SAN FRANCISCO, CA\|Archer City, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• W••••• C••••••	L•• F•••••••• L••	Mar 18, 2024	Mar 19, 2024	1	Firm change	RIA to ibd
L•• F•••••••• L••	S•••••••• W••••• C••••••	Aug 22, 2023	Aug 15, 2023

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 18, 2023 to Aug 22, 2023factForm ADV
→ S•••••••• W••••• C••••••Registered adviserregistration: previous registration
Aug 15, 2023 to Mar 18, 2024factForm ADV
→ B•••••••• L••Registered adviserregistration: previous registration
Jun 15, 2021 to Feb 4, 2022factForm ADV

Dated events

Order

Occurred
18 Mar 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
22 Aug 2023
Advisor changed firm
••• Locked
Form ADV
Occurred
4 Feb 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 15, 2021
Last observed: Sep 15, 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.