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

M•••••••• M•••• P••••

S•••••• F•••••••• G••••• L•••••independent RIATroy, Mi IA-onlyIAPD 5444866

Feed of 09/15/2026

Also filed as Maddie Vallone

At current firm

3 y

since Jun 15, 2023

In the industry

15 y

since Jan 26, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S•••••• F•••••••• G••••• L••••• independent RIA current
since Jun 15, 2023 · Troy, Mi
C••••• W••••• M••••••••• former
Oct 30, 2020 to Oct 20, 2023 · Cleveland, Oh
R•• C•••••• M••••••• L•• national BD
Oct 17, 2018 to Nov 2, 2020 · Bloomfield Hills, Mi
W•••• F•••• A••••••• wirehouse
May 12, 2014 to Oct 19, 2018 · Farmington Hills, Mi
R•••••• W••••• independent RIA
Jan 16, 2013 to Jan 2, 2014 · Troy, Mi

Moves

a registration end followed by a registration begin elsewhere

C••••• W••••• M••••••••• to S•••••• F•••••••• G••••• L•••••
left Oct 20, 2023, registered Jun 15, 2023 (-127 days) · RIA to RIA
R•• C•••••• M••••••• L•• to C••••• W••••• M•••••••••
left Nov 2, 2020, registered Oct 30, 2020 (-3 days) · Affiliated broker-dealer or bank to independent RIA
W•••• F•••• A••••••• to R•• C•••••• M••••••• L••
left Oct 19, 2018, registered Oct 17, 2018 (-2 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
R•••••• W••••• to W•••• F•••• A•••••••
left Jan 2, 2014, registered May 12, 2014 (130 days) · Other

Signals

M•••••••• M•••• P•••• left C••••• W••••• M••••••••• for S•••••• F•••••••• G••••• L••••• (registered 2023-06-15)
Oct 20, 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address