DFX Intelligence
Advisors
Advisors registered through SpcAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
478 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Robbie Duggan Donnelly dual registrant | Spc BD affiliated | Grand Blanc, Mi | Jan 6, 2020 | 20 y | 0 | 1 |
| Mark Stuart Doroff dual registrant | Spc BD affiliated | Northbrook, Il | Aug 8, 2017 | 43 y | 3 | 1 |
| Theodore Rex Drabing dual registrant | Spc BD affiliated | Ann Arbor, Mi | Jul 22, 2024 | 13 y | 1 | 1 |
| D••• J••• D••••• dual registrant | S•• BD affiliated | West Lafayette, In | Oct 17, 2023 | 37 y | 5 | 1 |
| J•••• L•••• D••••••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Fargo, Nd | Jul 2, 2016 | 30 y | 0 | 1 |
| K•••• D•••• D•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 18, 2019 | 23 y | 4 | 1 |
| B•••••• D•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 17, 2024 | 37 y | 2 | 1 |
| W•••••• C••• D••• dual registrant | S•• BD affiliated | Hartland, Wi | Nov 14, 2024 | 36 y | 3 | 1 |
| M•••••• G•••••• E•••••• dual registrant | S•• BD affiliated | Adrian, Mi | Jan 9, 2017 | 13 y | 0 | 1 |
| A••• A•••• E••••••••• dual registrant | S•• BD affiliated | Cedar Knolls, Nj | Jan 27, 2025 | 29 y | 1 | 3 |
| W•••••• R••••• E•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | May 1, 2020 | 19 y | 3 | 2 |
| F••• J••• E•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 26, 2025 | 14 y | 0 | 1 |
| D•••• J•••• E•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Nov 21, 2007 | 21 y | 1 | 2 |
| B•••••• D•••••• E•••• dual registrant | S•• BD affiliated | Sandy, Ut | Jan 10, 2012 | 22 y | 0 | 2 |
| B•••• E•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Sep 3, 2025 | 14 y | 7 | 1 |
| L••••••• L•• E•••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 13, 2021 | 42 y | 1 | 1 |
| R•••••• E••••••• dual registrant | S•• BD affiliated | East Haven, Ct | May 29, 2025 | 14 y | 4 | 1 |
| D•• E••••• E••••••• dual registrant | S•• BD affiliated | Fishers, In | Nov 19, 2003 | 41 y | 1 | 1 |
| M••• C•••••• E••• dual registrant | S•• BD affiliated | Wixom, Mi | Aug 10, 2015 | 25 y | 2 | 1 |
| D••••• W•••••• F•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Apr 7, 2014 | 26 y | 0 | 2 |
| B•••••• K••• F••••• dual registrant | S•• BD affiliated | Mount Prospect, Il | Jan 16, 2025 | 11 y | 0 | 1 |
| D••••• J•• F••••••• dual registrant | S•• BD affiliated | Grand Rapids, Mi | Jun 1, 2018 | 27 y | 2 | 1 |
| N••••••• G••• F•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Feb 13, 2015 | 11 y | 0 | 1 |
| B•••••• S•••• F•••••••• dual registrant | S•• BD affiliated | Westerly, Ri | Apr 1, 2011 | 18 y | 1 | 1 |
| D••••• W••• F••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jul 1, 2020 | 25 y | 1 | 1 |
| J•• M•••••• F••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 23, 2017 | 34 y | 4 | 1 |
| M•••••• K•••••••• F••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 26, 2026 | 10 y | 0 | 1 |
| M••• W•••• F••• dual registrant | S•• BD affiliated | Altoona, Pa | Mar 5, 2007 | 31 y | 2 | 1 |
| M•••• S•••••• F•••••• dual registrant | S•• BD affiliated | Irvine, Ca | Jun 7, 2007 | 28 y | 1 | 2 |
| C••••• J••••• F•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jul 9, 2026 | 10 y | 0 | 1 |
| J•••• A•••• G•••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Mount Prospect, Il | Jan 31, 2007 | 36 y | 0 | 1 |
| D•••••• S•••••• G••••• dual registrant | S•• BD affiliated | State College, Pa | Mar 22, 2018 | 21 y | 2 | 1 |
| B•••• G••••• G•••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jul 15, 2002 | 45 y | 0 | 2 |
| G••• G•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 27, 2010 | 28 y | 0 | 1 |
| M••• J••••• G••••• dual registrant | S•• BD affiliated | Las Vegas, Nv | Mar 26, 2021 | 42 y | 2 | 1 |
| L•••••• A• G•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Oct 18, 2024 | 39 y | 1 | 1 |
| G•••••• J•••• G••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Sep 20, 2010 | 24 y | 0 | 1 |
| T••••• G• G•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 19, 2024 | 18 y | 5 | 1 |
| W•••••• J•••• G•••••• dual registrant | S•• BD affiliated | Fishkill, Ny | Aug 18, 2025 | 36 y | 1 | 1 |
| C••• M•••• G•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 14, 2026 | 10 y | 2 | 1 |
| K••• A••••• G•••• Certified Financial Planner · dual registrant | S•• BD affiliated | New Boston, Mi | Feb 11, 2011 | 16 y | 0 | 2 |
| M•••••• D•••• G•••• Certified Financial Planner · dual registrant | S•• BD affiliated | New Boston, Mi | Jan 28, 2010 | 42 y | 0 | 1 |
| P•••• J••••• G•••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Feb 2, 2010 | 45 y | 0 | 2 |
| S•••••• M•••••• G•••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Feb 16, 2011 | 16 y | 0 | 2 |
| M•••••• J•••• G••••••••• dual registrant | S•• BD affiliated | Palmetto, Fl | Feb 9, 2015 | 13 y | 1 | 1 |
| D•••• N••• G••••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Farmington Hills, Mi | Mar 8, 2010 | 41 y | 0 | 2 |
| P••• J•••• G•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | May 20, 2013 | 18 y | 2 | 2 |
| D•••• G•••••••• dual registrant | S•• BD affiliated | Brooklyn, Ny | Jan 27, 2025 | 13 y | 2 | 1 |
| B•••• D••••• G•••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Mar 4, 2010 | 18 y | 0 | 1 |
| D••••• B•••• G•••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Mar 19, 2012 | 21 y | 3 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.