T•••••• H•••••

Advisor at F••••• W••••• M••••••••• L•••

BRIGHTON, MI | Midland, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01367ba6-4a82-aaaf-84c7-96498f271729

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 20, 2020 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: F••••• W••••• M••••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• W••••• M••••••••• L•••	Independent wealth	Aug 11, 2025	n/a	yes	Midland, MI\|BRIGHTON, MI	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Oct 15, 2024	Jul 17, 2025	no	BAY CITY, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	F••••• W••••• M••••••••• L•••	Jul 17, 2025	Aug 11, 2025	25	Firm change	Ibd to RIA
E••••• J••••	P•• W••••• M•••••••••	Sep 16, 2024	Oct 15, 2024

Relationships

Registered with (3)

→ F••••• W••••• M••••••••• L•••Registered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Oct 15, 2024 to Jul 17, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
May 20, 2020 to Sep 16, 2024factForm ADV

Dated events

Occurred
Jul 17, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 16, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01367ba6-4a82-aaaf-84c7-96498f271729
First observed: May 20, 2020
Last observed: Sep 14, 2026 9 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.