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 |
|---|---|---|---|---|---|---|
| Quincy Jovon Goudeau dual registrant | Spc BD affiliated | Ann Arbor, Mi | Feb 14, 2022 | 24 y | 6 | 1 |
| Brandon J Grammatico dual registrant | Spc BD affiliated | Grand Rapids, Mi | Jun 19, 2012 | 16 y | 0 | 1 |
| Timothy John Greene Chartered Financial Consultant · dual registrant | Spc BD affiliated | Ann Arbor, Mi | Jan 27, 2010 | 31 y | 1 | 1 |
| P••••• C•••••• G•••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 1, 2025 | 17 y | 2 | 1 |
| A••••• S•••••• G••••••• dual registrant | S•• BD affiliated | Allen Park, Mi | Jan 2, 2025 | 15 y | 0 | 1 |
| R••••• C••••• G••••• dual registrant | S•• BD affiliated | Troy, Mi | Jan 1, 2025 | 30 y | 1 | 1 |
| M••••••• R• G•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Mar 17, 2020 | 22 y | 0 | 1 |
| J••• M• G••••••• dual registrant | S•• BD affiliated | Brownsville, Tx | May 31, 2011 | 23 y | 4 | 1 |
| L•••• E•••• G•••• dual registrant | S•• BD affiliated | New Port Richey, Fl | Feb 19, 2015 | 30 y | 2 | 1 |
| J•••• I•• G••••• dual registrant | S•• BD affiliated | Novi, Mi | Mar 23, 2022 | 10 y | 0 | 1 |
| S•••••• M••• H••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 27, 2010 | 43 y | 0 | 1 |
| A••••• N••••• H••••• dual registrant | S•• BD affiliated | Lansing, Mi | Jan 3, 2023 | 10 y | 0 | 1 |
| M••••• W••••• H•••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Dec 18, 2025 | 14 y | 2 | 1 |
| A••• G••••••• H•••• Certified Financial Planner · dual registrant | S•• BD affiliated | Naples, Fl | Dec 8, 2009 | 31 y | 3 | 1 |
| D•••• M••••• H••• dual registrant | S•• BD affiliated | Overland Park, Ks | Jul 1, 2022 | 31 y | 10 | 1 |
| W••••• J•••• H•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 30, 2020 | 26 y | 2 | 2 |
| M••••• H••• J•• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Apr 1, 2026 | 21 y | 0 | 1 |
| P•••••• J••••• H••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 24, 2009 | 35 y | 1 | 2 |
| R•••••• J••••• H••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Feb 12, 2015 | 37 y | 2 | 1 |
| M••• J•••• H•••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Mar 8, 2005 | 39 y | 1 | 2 |
| K••••• R••• H••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Mar 5, 2003 | 28 y | 0 | 1 |
| R••••• T•••••• H•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Sep 23, 2019 | 32 y | 3 | 1 |
| R• B•••• H•••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 2, 2024 | 32 y | 1 | 1 |
| C•••••• F•••• H•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 7, 2004 | 30 y | 1 | 2 |
| P•••••• W•••••• H•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Feb 16, 2023 | 22 y | 3 | 1 |
| S•••• A••••• H••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 28, 2010 | 26 y | 0 | 2 |
| G•••• D••••• H••••• dual registrant | S•• BD affiliated | Haslett, Mi | Jan 1, 2025 | 19 y | 0 | 1 |
| T•••• S• H•••••• dual registrant | S•• BD affiliated | Boise, Id | Feb 4, 2014 | 15 y | 0 | 1 |
| J•••• D• H•••••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 1, 2025 | 53 y | 0 | 1 |
| B•••••• H••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 23, 2017 | 10 y | 1 | 2 |
| J••••• H••• dual registrant | S•• BD affiliated | Fayetteville, Ar | Mar 4, 2025 | 10 y | 0 | 2 |
| J••• F•••••• C••••••••• H••••••• dual registrant | S•• BD affiliated | Crystal River, Fl | May 21, 2020 | 13 y | 1 | 1 |
| E••••• C•••••• H•••• dual registrant | S•• BD affiliated | Plymouth Meeting, Pa | Mar 24, 2014 | 18 y | 0 | 2 |
| R••••• A•••• H•••• dual registrant | S•• BD affiliated | Novi, Mi | Jan 1, 2025 | 36 y | 0 | 1 |
| M•••••• D••••• H••• dual registrant | S•• BD affiliated | Batavia, Oh | Jan 2, 2018 | 17 y | 2 | 1 |
| K•••• T••••• H••••• | S•• BD affiliated | Ann Arbor, Mi | Mar 21, 2022 | 12 y | 0 | 1 |
| P•••••• M• H••••• dual registrant | S•• BD affiliated | Lyndonville, Vt | May 28, 2025 | 22 y | 4 | 1 |
| G••••• R•••••• H••• dual registrant | S•• BD affiliated | Harrisburg, Pa | Jan 13, 2003 | 29 y | 0 | 2 |
| W•• H•• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Dec 26, 2025 | 10 y | 1 | 1 |
| N••••• J••••• H•••••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Bay Harbor Islands, Fl | Feb 26, 2003 | 42 y | 1 | 1 |
| G••••• W• H••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 29, 2022 | 12 y | 3 | 1 |
| G•••• M•••• H•••• dual registrant | S•• BD affiliated | Okemos, Mi | Aug 13, 2021 | 31 y | 1 | 1 |
| C••• H••••• H•••••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Colorado Springs, Co | Nov 13, 2014 | 18 y | 1 | 2 |
| D••••• R••••• I•••••• dual registrant | S•• BD affiliated | Toledo, Oh | Apr 7, 2006 | 33 y | 1 | 1 |
| D••••• R••••• I•••••• dual registrant | S•• BD affiliated | Toledo, Oh | Apr 10, 2006 | 33 y | 0 | 1 |
| A••••• L••• J•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jul 12, 2012 | 18 y | 0 | 1 |
| K••• T•••••• J••••••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Mesa, Az | Nov 18, 2019 | 37 y | 2 | 2 |
| L•••• A••• J••••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Sep 15, 2026 | 10 y | 0 | 1 |
| S••••• J•••• J•••••• dual registrant | S•• BD affiliated | Highland, Mi | May 11, 2010 | 42 y | 0 | 1 |
| C•••••• R••• J•••••• dual registrant | S•• BD affiliated | Allen, Tx | Feb 2, 2016 | 14 y | 1 | 1 |
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.