DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

A•••••• D••• B••••••••

M••••••• C•••••• M••••••••• L••independent RIAGrand Blanc, MiIA-onlyIAPD 4487939

Certified Financial Planner

Feed of 09/14/2026

Also filed as Anthony Bagnieski

At current firm

0 y

since Feb 20, 2026

In the industry

12 y

since Jul 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••••• C•••••• M••••••••• L•• independent RIA current
since Feb 20, 2026 · Grand Blanc, Mi
M••• C•••••• independent RIA
Dec 2, 2024 to Jan 16, 2026 · Annapolis, Md
C• A••••••• S••••••• independent RIA
Jan 12, 2022 to May 29, 2024 · Williamston, Mi
S•• BD affiliated
Dec 3, 2018 to Jan 3, 2022 · Ann Arbor, Mi
P••••••••• S••••••••• C••••••••• independent RIA
May 8, 2018 to Nov 7, 2018 · Lansing, Mi
E•• F•••••••• G•••• state registered
Jan 28, 2015 to Feb 28, 2018 · Troy, Mi
E•• A••••••• L•• unclassified
Jul 14, 2014 to Jan 20, 2015 · Southfield, Mi

Moves

a registration end followed by a registration begin elsewhere

M••• C•••••• to M••••••• C•••••• M••••••••• L••
left Jan 16, 2026, registered Feb 20, 2026 (35 days) · RIA to RIA
C• A••••••• S••••••• to M••• C••••••
left May 29, 2024, registered Dec 2, 2024 (187 days) · RIA to RIA
S•• to C• A••••••• S•••••••
left Jan 3, 2022, registered Jan 12, 2022 (9 days) · Affiliated broker-dealer or bank to independent RIA
P••••••••• S••••••••• C••••••••• to S••
left Nov 7, 2018, registered Dec 3, 2018 (26 days) · RIA to affiliated broker-dealer or bank
E•• F•••••••• G•••• to P••••••••• S••••••••• C•••••••••
left Feb 28, 2018, registered May 8, 2018 (69 days) · Other
E•• A••••••• L•• to E•• F•••••••• G••••
left Jan 20, 2015, registered Jan 28, 2015 (8 days) · Other · moved with a team

Signals

A•••••• D••• B•••••••• left M••• C•••••• for M••••••• C•••••• M••••••••• L•• (registered 2026-02-20)
Jan 16, 2026 · Advisor changed firm · fact
A•••••• D••• B•••••••• left C• A••••••• S••••••• for M••• C•••••• (registered 2024-12-02)
May 29, 2024 · Advisor changed firm · fact
A•••••• D••• B•••••••• left Spc for C• A••••••• S••••••• (registered 2022-01-12)
Jan 3, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address