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••••• E••••• Z••••

F•••• P••••••• W•••••• L••independent RIABingham Farms, MiIA-onlyIAPD 475935

Feed of 09/14/2026

At current firm

2 y

since May 3, 2024

In the industry

17 y

since Oct 8, 2008 (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

F•••• P••••••• W•••••• L•• independent RIA current
since May 3, 2024 · Bingham Farms, Mi
I••••••••• C•••••• former
Jun 7, 2023 to Jul 30, 2024 · Bingham Farms, Mi
A••••• Z•••• • A••••••••• L•• former
Aug 4, 2016 to Jun 7, 2023 · Bingham Farms, Mi
A•• C•••••• M••••••••• independent RIA
Jul 2, 2010 to Aug 18, 2016 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

I••••••••• C•••••• to F•••• P••••••• W•••••• L••
left Jul 30, 2024, registered May 3, 2024 (-88 days) · RIA to RIA · moved with a team
A••••• Z•••• • A••••••••• L•• to I••••••••• C••••••
left Jun 7, 2023, registered Jun 7, 2023 (0 days) · RIA to RIA · moved with a team
A•• C•••••• M••••••••• to A••••• Z•••• • A••••••••• L••
left Aug 18, 2016, registered Aug 4, 2016 (-14 days) · Other

Signals

A••••• E••••• Z•••• left I••••••••• C•••••• for F•••• P••••••• W•••••• L•• (registered 2024-05-03)
Jul 30, 2024 · Advisor changed firm · fact
A••••• E••••• Z•••• left A••••• Z•••• • A••••••••• L•• for I••••••••• C•••••• (registered 2023-06-07)
Jun 7, 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address