DFX Intelligence

B••••••• C• N••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

B••••••• C• N••••••

Advisor at O•••• W•••••• I•••

SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:cc34525c-212e-4c66-8a01-9c0af545a77c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 16, 2009 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: O•••• W•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Feb 26, 2025	n/a	yes	SOUTHFIELD, MI	Current employment
F•••• P••••••• W•••••• L••	Independent wealth	Jul 1, 2024	Feb 27, 2025	no	ST. LOUIS, MO\|FARMINGTON HILLS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• P••••••• W•••••• L••	O•••• W•••••• I•••	Feb 27, 2025	Feb 26, 2025	-1	Firm change	RIA to ibd
B••••••••• S•••••••• W•••••• L••	F•••• P••••••• W•••••• L••	Nov 14, 2024	Jul 1, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
124556:143323:MI:2024-03-27	Mar 27, 2024	Mar 27, 2024	FARMINGTON HILLS, MI	Firm change

Relationships

Registered with (5)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Feb 26, 2025 to presentfactForm ADV
→ F•••• P••••••• W•••••• L••Registered adviserregistration: previous registration
Jul 1, 2024 to Feb 27, 2025factForm ADV
→ B••••••••• S•••••••• W•••••• L••Registered adviserregistration: previous registration
Mar 27, 2024 to Nov 14, 2024factForm ADV
→ W•••••••• W••••• M••••••••• L••

Dated events

Occurred
Feb 27, 2025
Advisor changed firm
B••••••• C• N•••••• left F•••• P••••••• W•••••• L•• for O•••• W•••••• I••• (registered 2025-02-26)
Form ADVobserved 7 days ago
Occurred
Mar 27, 2024
Advisor changed firm
B••••••• C• N•••••• left W•••••••• W••••• M••••••••• L•• for B••••••••• S•••••••• W•••••• L•• (registered 2024-03-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc34525c-212e-4c66-8a01-9c0af545a77c
First observed: Dec 16, 2009
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.