DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

T••• M•••• W•••••

Advisor at P•••• P•••••••

DEXTER, MI

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Search this name across graphsid dfx:ria:ca682370-1424-1c1e-b9c4-79a32814cc30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 4, 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: P•••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 4, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• P•••••••	Independent wealth	Jul 16, 2025	n/a	yes	DEXTER, MI	Current employment
S••••••• C••••••••• L••	Former SEC adviser	Jan 24, 2023	Aug 7, 2025	no	DEXTER, MI\|FLINT, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• C••••••••• L••	P•••• P•••••••	Aug 7, 2025	Jul 16, 2025	-22	Firm change	RIA to new firm
C••••••••• F•••••••• N••••••	S••••••• C••••••••• L••	Jan 17, 2023	Jan 24, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
308970:336568:MI:2025-08-07	Aug 7, 2025	Jul 16, 2025	FLINT, MI	Firm change

Relationships

Registered with (4)

→ P•••• P•••••••Registered adviserregistration: current employment
Jul 16, 2025 to presentfactForm ADV
→ S••••••• C••••••••• L••Registered adviserregistration: previous registration
Jan 24, 2023 to Aug 7, 2025factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Feb 19, 2019 to Jan 17, 2023factForm ADV
→ P••••• M•••• F•••••••• A•••••••

Dated events

Occurred
Aug 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 17, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca682370-1424-1c1e-b9c4-79a32814cc30
First observed: Feb 4, 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.