DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

M•••••• A••••••• T•••••••

Advisor at C••••• F•• F•••••••• P••••••• I••

SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:d0147a3c-a46b-2cc1-65d7-f40787a529ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 23, 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: C••••• F•• F•••••••• P••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 8, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• F•• F•••••••• P••••••• I••	Independent wealth	Feb 14, 2017	n/a	yes	SOUTHFIELD, MI	Current employment
O• I••••••••• M••••••••• C•	Bd affiliated wealth	Dec 8, 2011	Sep 20, 2012	no	FARMINGTON HILLS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O• I••••••••• M••••••••• C•	C••••• F•• F•••••••• P••••••• I••	Sep 20, 2012	Feb 14, 2017	1,608	Firm change after gap	Other
M•• I•••••••• S•••••••• L••	O• I••••••••• M••••••••• C•	Nov 2, 2011	Dec 8, 2011

Relationships

Registered with (3)

→ C••••• F•• F•••••••• P••••••• I••Registered adviserregistration: current employment
Feb 14, 2017 to presentfactForm ADV
→ O• I••••••••• M••••••••• C•Registered adviserregistration: previous registration
Dec 8, 2011 to Sep 20, 2012factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 23, 2010 to Nov 2, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d0147a3c-a46b-2cc1-65d7-f40787a529ab
First observed: Jun 23, 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.