DFX Intelligence

R••••• L•••• P••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor31 years in industry

R••••• L•••• P••

Advisor at M••••••• C•••••• M••••••••• L••

GRAND BLANC, MI

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Search this name across graphsid dfx:ria:d4fbfbb2-2945-447a-26d4-b1b795fcf424

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 16, 2008 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: M••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 12, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• C•••••• M••••••••• L••	Independent wealth	May 19, 2022	n/a	yes	GRAND BLANC, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jan 7, 2019	May 10, 2022	no	SAGINAW, MI\|SOUTHFIELD, MI\|SAGINAW, MI\|BAD AXE, MI\|BAY CITY, MI\|BLOOMFIELD TOWNSHIP, MI\|CARO, MI\|FLINT, MI\|OWOSSO, MI\|SAGINAW, MI\|SANDUSKY, MI\|TRAVERSE CITY, MI\|KALAMAZOO, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M••••••• C•••••• M••••••••• L••	May 10, 2022	May 19, 2022	9	Firm change	RIA to RIA
S••	L•• F•••••••• L••	Jan 7, 2019	Jan 7, 2019

Relationships

Registered with (6)

→ M••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
May 19, 2022 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jan 7, 2019 to May 10, 2022factForm ADV
→ S••Registered adviserregistration: previous registration
Sep 2, 2015 to Jan 7, 2019factForm ADV
→ U••••••••• W••••• M••••••••• L••

Dated events

Occurred
May 10, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4fbfbb2-2945-447a-26d4-b1b795fcf424
First observed: Jan 16, 2008
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.