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

M••• R••••• R•••

S••BD affiliatedAnn Arbor, Midual registrantIAPD 6184610

Feed of 09/14/2026

At current firm

0 y

since Oct 13, 2025

In the industry

13 y

since Jul 3, 2013 (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•• BD affiliated current
since Oct 13, 2025 · Ann Arbor, Mi
A••••••••• F•••••••• S•••••••• L•• national BD
Nov 3, 2023 to Nov 8, 2024 · Bloomfield Hills, Mi
C••••••• S••••••••• former
Mar 14, 2017 to Nov 3, 2023 · Auburn Hills, Mi
E••••• J•••• national BD
Jan 28, 2014 to Mar 30, 2015 · Sterling Heights, Mi
H•••• F•••••••• S•••••••• I••• independent RIA
Jul 30, 2013 to Sep 9, 2013 · Clinton Township, Mi

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to S••
left Nov 8, 2024, registered Oct 13, 2025 (339 days) · Affiliated broker-dealer or bank to another
C••••••• S••••••••• to A••••••••• F•••••••• S•••••••• L••
left Nov 3, 2023, registered Nov 3, 2023 (0 days) · corporate re-registration, not a move
E••••• J•••• to C••••••• S•••••••••
left Mar 30, 2015, registered Mar 14, 2017 (715 days) · Other
H•••• F•••••••• S•••••••• I••• to E••••• J••••
left Sep 9, 2013, registered Jan 28, 2014 (141 days) · Other

Signals

M••• R••••• R••• left A••••••••• F•••••••• S•••••••• L•• for Spc (registered 2025-10-13)
Nov 8, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address