J•••• B•••••

Advisor at F•••• T•••• S••••••••• I•••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db7a084c-52ab-9b82-fae2-50d18ab8ad8f

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2006 to Sep 21, 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: F•••• T•••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 5, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Feb 28, 2020	n/a	yes	Ann Arbor, MI\|Ann Arbor, MI\|Ann Arbor, MI\|Auburn Hills, MI\|Battle Creek, MI\|Battle Creek, MI\|Belleville, MI\|Birmingham, MI\|Bloomfield Hills, MI\|Bloomfield Hills, MI\|Bloomfield Hills, MI\|Bloomfield, MI\|Bloomfield, MI\|Brighton, MI\|Brighton, MI\|Canton, MI\|Clinton Township, MI\|Clinton Twp, MI\|Clinton Twp, MI\|Commerce Township, MI\|Commerce Township, MI\|Commerce Township, MI\|Dearborn Heights, MI\|Dearborn Heights, MI\|Dearborn, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Detroit, MI\|Farmington Hills, MI\|Farmington Hills, MI\|Farmington, MI\|GROSSE POINTE FARMS, MI\|Grand Rapids, MI\|Grosse Pointe Woods, MI\|Grosse Pointe Woods, MI\|Howell, MI\|Jackson, MI\|Jackson, MI\|Jackson, MI\|Jackson, MI\|Kalamazoo, MI\|Kalamazoo, MI\|Kalamazoo, MI\|Lake Orion, MI\|Lansing, MI\|Lansing, MI\|Lansing, MI\|Lansing, MI\|MACOMB, MI\|Macomb, MI\|Melvindale, MI\|Midland, MI\|Muskegon Heights, MI\|New Hudson, MI\|Northville, MI\|Norton Shores, MI\|Novi, MI\|Oak Park, MI\|Okemos, MI\|Plymouth, MI\|Plymouth, MI\|Portage, MI\|Redford, MI\|Rochester Hills, MI\|Rochester, MI\|Romulus, MI\|Roseville, MI\|Roseville, MI\|Shelby Twp., MI\|South Lyon, MI\|Southfield, MI\|Southfield, MI\|Southfield, MI\|Spring Arbor, MI\|St. Clair Shores, MI\|Sterling Heights, MI\|Sterling Heights, MI\|Sterling Heights, MI\|Sterling Heights, MI\|Sterling Heights, MI\|Sterling Heights, MI\|Taylor, MI\|Troy, MI\|Troy, MI\|Troy, MI\|Village of Clarkston, MI\|Warren, MI\|Warren, MI\|Warren, MI\|West Bloomfield Township, MI\|Westland, MI\|White Lake, MI\|Woodhaven, MI

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• S••••••••• I•••	F•••• T•••• S••••••••• I•••	Feb 19, 2020	Feb 28, 2020	9	Firm change	Ibd to ibd
O•••• I••••••••• I•••	C••••••• S••••••••• I•••	May 1, 2017	Apr 13, 2017

Relationships

Registered with (5)

→ F•••• T•••• S••••••••• I•••Registered adviserregistration: current employment
Feb 28, 2020 to presentfactForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
Apr 13, 2017 to Feb 19, 2020factForm ADV
→ O•••• I••••••••• I•••Registered adviserregistration: previous registration
Jul 1, 2016 to May 1, 2017factForm ADV
→ E•••• N••••••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db7a084c-52ab-9b82-fae2-50d18ab8ad8f
First observed: Apr 4, 2006
Last observed: Sep 21, 2026 2 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.