DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

C••••••••• J• C•••••

Advisor at M••••• S••••••

Bloomfield Hills, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 19, 2004 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 28, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Apr 16, 2026	n/a	yes	Bloomfield Hills, MI	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Aug 21, 2023	May 12, 2026	no	Grosse Pointe Woods, MI\|Birmingham, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	M••••• S••••••	May 12, 2026	Apr 16, 2026	-26	Firm change	Ibd to wirehouse
C••••••• S•••••••••	A••••••••• F•••••••• S•••••••• L••	Nov 6, 2023	Aug 21, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:149777:MI:2026-05-12	May 12, 2026	Apr 16, 2026	BIRMINGHAM, MI	Firm change

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 21, 2023 to May 12, 2026factForm ADV
→ C••••••• S•••••••••Registered adviserregistration: previous registration
Feb 19, 2004 to Nov 6, 2023factForm ADV

Dated events

Occurred
May 12, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 19, 2004
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.