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.

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Registered advisor

A••••• L•• R••••

D••••• W••••• G••••independent RIAAnn Arbor, MiIA-onlyIAPD 4608837

Feed of 09/14/2026

Also filed as Andrea Lee Bohonicky

At current firm

0 y

since May 14, 2026

In the industry

23 y

since Feb 6, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

D••••• W••••• G•••• independent RIA current
since May 14, 2026 · Ann Arbor, Mi
A•••••• C•••••• M••••••••• I••• independent RIA
Apr 11, 2024 to Jan 21, 2026 · Novi, Mi
K•••• • M••••••• A•••• M••••••••• L•• independent RIA
Oct 6, 2023 to Feb 6, 2024 · Grand Rapids, Mi
A•••••• C•••••• M••••••••• I••• independent RIA
Mar 3, 2006 to Sep 11, 2023 · New Bern, Nc

Moves

a registration end followed by a registration begin elsewhere

A•••••• C•••••• M••••••••• I••• to D••••• W••••• G••••
left Jan 21, 2026, registered May 14, 2026 (113 days) · RIA to RIA
K•••• • M••••••• A•••• M••••••••• L•• to A•••••• C•••••• M••••••••• I•••
left Feb 6, 2024, registered Apr 11, 2024 (65 days) · RIA to RIA
A•••••• C•••••• M••••••••• I••• to K•••• • M••••••• A•••• M••••••••• L••
left Sep 11, 2023, registered Oct 6, 2023 (25 days) · RIA to RIA

Signals

A••••• L•• R•••• left A•••••• C•••••• M••••••••• I••• for D••••• W••••• G•••• (registered 2026-05-14)
Jan 21, 2026 · Advisor changed firm · fact
A••••• L•• R•••• left K•••• • M••••••• A•••• M••••••••• L•• for A•••••• C•••••• M••••••••• I••• (registered 2024-04-11)
Feb 6, 2024 · Advisor changed firm · fact
A••••• L•• R•••• left A•••••• C•••••• M••••••••• I••• for K•••• • M••••••• A•••• M••••••••• L•• (registered 2023-10-06)
Sep 11, 2023 · 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address