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M•••••• S•••••• N•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

M•••••• S•••••• N•••••

Advisor at T••••• R••••••••• S•••••••••

ROYAL OAK, MI | Clinton Township, MI

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Search this name across graphsid dfx:ria:d88d91d9-9e25-0d84-25cc-5864e8659b84

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 16, 2016 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: T••••• R••••••••• S•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• R••••••••• S•••••••••	Independent wealth	Jun 16, 2022	n/a	yes	ROYAL OAK, MI\|Clinton Township, MI	Current employment
V•••••• F•••••••• S••••••• L••	Former SEC adviser	Mar 29, 2021	May 20, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• F•••••••• S••••••• L••	T••••• R••••••••• S•••••••••	May 20, 2022	Jun 16, 2022	27	Firm change	RIA to RIA
L•••••• W••••• A•••••••• L••	V•••••• F•••••••• S••••••• L••	Mar 8, 2021

Relationships

Registered with (3)

→ T••••• R••••••••• S•••••••••Registered adviserregistration: current employment
Jun 16, 2022 to presentfactForm ADV
→ V•••••• F•••••••• S••••••• L••Registered adviserregistration: previous registration
Mar 29, 2021 to May 20, 2022factForm ADV
→ L•••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 16, 2016 to Mar 8, 2021factForm ADV

Dated events

Occurred
May 20, 2022
Advisor changed firm
M•••••• S•••••• N••••• left V•••••• F•••••••• S••••••• L•• for T••••• R••••••••• S••••••••• (registered 2022-06-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d88d91d9-9e25-0d84-25cc-5864e8659b84
First observed: Mar 16, 2016
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.