DFX Intelligence

RIA Intelligence

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Registered advisor

P••• A•••••••• A•••••

M••••••• C•••••• M••••••••• L••independent RIAGrand Blanc, MiIA-onlyIAPD 5166342

Certified Financial Planner

Feed of 09/14/2026

Also filed as P••• A A•••••

At current firm

0 y

since Feb 27, 2026

In the industry

18 y

since Jan 4, 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

M••••••• C•••••• M••••••••• L•• independent RIA current
since Feb 27, 2026 · Grand Blanc, Mi
F•••••• independent RIA
Feb 24, 2025 to Feb 24, 2026 · Bloomfield Hills, Mi
S•••• independent RIA
Jun 27, 2024 to Feb 25, 2025 · Bloomfield Hills, Mi
I•••••• W••••• S••••••••• L•• independent RIA
Jun 21, 2021 to Jun 20, 2024 · San Ramon, Ca
F••••• V••••• independent RIA
Oct 14, 2020 to May 17, 2021 · Greenville, Sc
A••••••• F••••••••• L••• BD affiliated
Aug 2, 2019 to Jun 2, 2020 · Folsom, Ca
Y••••••••• F•••••••• A•••••••• L•• former
Nov 3, 2018 to Apr 2, 2020 · Corte Madera, Ca
W••••••••• A••••••• former
Dec 18, 2017 to Aug 24, 2018 · San Rafael, Ca

Moves

a registration end followed by a registration begin elsewhere

F•••••• to M••••••• C•••••• M••••••••• L••
left Feb 24, 2026, registered Feb 27, 2026 (3 days) · RIA to RIA
S•••• to F••••••
left Feb 25, 2025, registered Feb 24, 2025 (-1 days) · RIA to RIA
I•••••• W••••• S••••••••• L•• to S••••
left Jun 20, 2024, registered Jun 27, 2024 (7 days) · RIA to RIA
F••••• V••••• to I•••••• W••••• S••••••••• L••
left May 17, 2021, registered Jun 21, 2021 (35 days) · RIA to RIA
A••••••• F••••••••• L••• to F••••• V•••••
left Jun 2, 2020, registered Oct 14, 2020 (134 days) · RIA to RIA
Y••••••••• F•••••••• A•••••••• L•• to A••••••• F••••••••• L•••
left Apr 2, 2020, registered Aug 2, 2019 (-244 days) · RIA to RIA · moved with a team
W••••••••• A••••••• to Y••••••••• F•••••••• A•••••••• L••
left Aug 24, 2018, registered Nov 3, 2018 (71 days) · RIA to RIA

Signals

P••• A•••••••• A••••• left Farther for M••••••• C•••••• M••••••••• L•• (registered 2026-02-27)
Feb 24, 2026 · Advisor changed firm · fact
P••• A•••••••• A••••• left Savvy for Farther (registered 2025-02-24)
Feb 25, 2025 · Advisor changed firm · fact
P••• A•••••••• A••••• left I•••••• W••••• S••••••••• L•• for Savvy (registered 2024-06-27)
Jun 20, 2024 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address