DFX Intelligence
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Reading the graph
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Advisor at E••• W••••• M••••••••• L••
BLOOMFIELD HILLS, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| E••• W••••• M••••••••• L•• | State registered | Sep 29, 2025 | n/a | yes | BLOOMFIELD HILLS, MI | Current employment |
| S••••• A•••• M••••••••• L••••• | Independent wealth | Feb 21, 2023 | Aug 24, 2023 | no | TROY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S••••• A•••• M••••••••• L••••• | E••• W••••• M••••••••• L•• | Aug 24, 2023 | Sep 29, 2025 | 767 | Firm change after gap | RIA to state RIA |
| H•••••••• A•••••••• L•• | S••••• A•••• M••••••••• L••••• | Jun 26, 2020 | Feb 21, 2023 |
| H•••••••• A•••••••• L•• | Bd affiliated wealth | Jun 27, 2019 | Jun 26, 2020 | no | Bloomfield Hills, MI | Previous registration |
| B•••••••• F•••••••• M••••••••• I•• | Other adviser | Nov 23, 2009 | Jul 11, 2017 | no | NEW YORK, NY|PRINCETON, NJ | Previous registration |
| E•••• V•••• M••••••••• | Asset manager | Nov 9, 2001 | Jul 7, 2008 | no | BOSTON, MA | Previous registration |
| 970 |
| Firm change after gap |
| Ibd to RIA |
| B•••••••• F•••••••• M••••••••• I•• | H•••••••• A•••••••• L•• | Jul 11, 2017 | Jun 27, 2019 | 716 | Firm change after gap | Other |
| E•••• V•••• M••••••••• | B•••••••• F•••••••• M••••••••• I•• | Jul 7, 2008 | Nov 23, 2009 | 504 | Firm change after gap | Other |