DFX Intelligence

M••• S•• R•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)40 years in industry

M••• S•• R•••••••

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, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 31, 2000 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: Aug 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4

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
L•• F•••••••• L••	Bd affiliated wealth	Feb 14, 2018	Oct 7, 2020	no	GRAND RAPIDS, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	n/a	Oct 7, 2020	n/a	n/a	Departure no registered destination	Departure
I••••• F•••••••• C•••••••••	C• A••••••• S•••••••	Feb 14, 2018	Sep 24, 2010	-2,700

Team moves

••• Locked

Team	Left	Joined	From	Kind
12984:110929:WI:2018-02-14	Feb 14, 2018	Sep 24, 2010	APPLETON, WI	Firm change after gap
110929:175362:MI:2015-07-08	Jul 8, 2015	Mar 19, 2015	WILLIAMSTON, MI	Firm change after gap

Relationships

Registered with (5)

→ B••• W•••• A•••• M•••••••••Registered adviserregistration: current employment
Mar 19, 2015 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 14, 2018 to Oct 7, 2020factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Jan 22, 2010 to Feb 14, 2018factForm ADV
→ C• A••••••• S•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 31, 2000
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.