D••••••• S•••••

Advisor at S•••••• F•••••••• G••••• L•••••

Troy, MI | AKRON, OH

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 9:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 1, 2018 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: S•••••• F•••••••• G••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• F•••••••• G••••• L•••••	Independent wealth	Nov 16, 2022	n/a	yes	Troy, MI\|AKRON, OH	Current employment
C••• C••••• A•••••••• L••	Independent wealth	Apr 11, 2022	Oct 11, 2022	no	TROY, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• C••••• A•••••••• L••	S•••••• F•••••••• G••••• L•••••	Oct 11, 2022	Nov 16, 2022	36	Firm change	RIA to RIA
C•••••• A•••••••	C••• C••••• A•••••••• L••	Dec 4, 2018	Dec 8, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
158819:203513:MI:2018-12-04	Dec 4, 2018	Dec 8, 2018	SOUTHFIELD, MI	Firm change

Relationships

Registered with (3)

→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: current employment
Nov 16, 2022 to presentfactForm ADV
→ C••• C••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 11, 2022 to Oct 11, 2022factForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Jun 1, 2018 to Dec 4, 2018factForm ADV

Dated events

Order

Occurred
11 Oct 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 1, 2018
Last observed: Sep 14, 2026 10 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.