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D•••• M•••••• T•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor36 years in industry

D•••• M•••••• T•••••••

Advisor at B••• W•••• A•••• M•••••••••

GRAND RAPIDS, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B••• W•••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• W•••• A•••• M•••••••••	Independent wealth	Mar 19, 2015	n/a	yes	GRAND RAPIDS, MI	Current employment
C• A••••••• S•••••••	Independent wealth	Nov 8, 2012	Jul 8, 2015	no	GRAND RAPIDS, MI\|WILLIAMSTON, MI\|GRAND RAPIDS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C• A••••••• S•••••••	B••• W•••• A•••• M•••••••••	Jul 8, 2015	Mar 19, 2015	-111	Firm change after gap	Other
I••••• F•••••••• C•••••••••	C• A••••••• S•••••••	Dec 7, 2012	Nov 8, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
110929:175362:MI:2015-07-08	Jul 8, 2015	Mar 19, 2015	GRAND RAPIDS, MI	Firm change after gap

Relationships

Registered with (3)

→ B••• W•••• A•••• M•••••••••Registered adviserregistration: current employment
Mar 19, 2015 to presentfactForm ADV
→ C• A••••••• S•••••••Registered adviserregistration: previous registration
Nov 8, 2012 to Jul 8, 2015factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Oct 31, 2012 to Dec 7, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 31, 2012
Last observed: Sep 14, 2026 10 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.