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.

Registered advisor

Charles Edmund Dillon

Foguth Wealth Management, LLC.independent RIAShelby Township, Mi IA-onlyIAPD 6913369

Feed of 09/15/2026

Also filed as Charlie Edmund Dillon

At current firm

3 y

since Sep 14, 2023

In the industry

14 y

since Jun 1, 2012 (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

Foguth Wealth Management, LLC. independent RIA current
since Sep 14, 2023 · Naples, Fl
Truadvice LLC former
Nov 2, 2022 to Dec 13, 2023 · Brighton, Mi
M1 Capital Management LLC independent RIA
Apr 18, 2022 to Nov 15, 2022 · Troy, Mi
Cetera Advisors LLC former
Jan 24, 2020 to Nov 2, 2022 · Novi, Mi
Equitable Advisors, LLC national BD
Aug 28, 2018 to Dec 4, 2019 · Troy, Mi

Moves

a registration end followed by a registration begin elsewhere

Truadvice LLC to Foguth Wealth Management, LLC.
left Dec 13, 2023, registered Sep 14, 2023 (-90 days) · RIA to a newly registered adviser · moved with a team
M1 Capital Management LLC to Truadvice LLC
left Nov 15, 2022, registered Nov 2, 2022 (-13 days) · RIA to RIA
Cetera Advisors LLC to M1 Capital Management LLC
left Nov 2, 2022, registered Apr 18, 2022 (-198 days) · Affiliated broker-dealer or bank to independent RIA
Equitable Advisors, LLC to Cetera Advisors LLC
left Dec 4, 2019, registered Jan 24, 2020 (51 days) · Affiliated broker-dealer or bank to another

Signals

Charles Edmund Dillon left Truadvice Llc for Foguth Wealth Management, Llc. (registered 2023-09-14)
Dec 13, 2023 · Advisor changed firm · fact
Charles Edmund Dillon left M1 Capital Management Llc for Truadvice Llc (registered 2022-11-02)
Nov 15, 2022 · Advisor changed firm · fact
Charles Edmund Dillon left Cetera Advisors Llc for M1 Capital Management Llc (registered 2022-04-18)
Nov 2, 2022 · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address