DFX Intelligence

P•••• A• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

P•••• A• S••••••

Advisor at A••••••• A••••• L••

Perrysburg, OH | HOLLAND, MI

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Search this name across graphsid dfx:ria:0e7bfeb1-1438-1aa0-332a-39625845081c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 25, 2014 to Sep 15, 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: A••••••• A••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• A••••• L••	Independent wealth	Sep 10, 2020	n/a	yes	HOLLAND, MI\|Perrysburg, OH	Current employment
P••••••• A•••••••	Former SEC adviser	Mar 15, 2018	Sep 15, 2020	no	PERRYSBURG, OH\|HOLLAND, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• A•••••••	A••••••• A••••• L••	Sep 15, 2020	Sep 10, 2020	-5	Firm change	RIA to RIA
A•••••••• C•••••• M•••••••••	P••••••• A•••••••	Feb 27, 2018	Mar 15, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
290575:158282:MI:2020-09-15	Sep 15, 2020	Sep 10, 2020	HOLLAND, MI	Firm change
157423:290575:NC:2018-02-15	Feb 27, 2018	Mar 15, 2018	CORNELIUS, NC	Firm change

Relationships

Registered with (3)

→ A••••••• A••••• L••Registered adviserregistration: current employment
Sep 10, 2020 to presentfactForm ADV
→ P••••••• A•••••••Registered adviserregistration: previous registration
Mar 15, 2018 to Sep 15, 2020factForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Jun 25, 2014 to Feb 27, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e7bfeb1-1438-1aa0-332a-39625845081c
First observed: Jun 25, 2014
Last observed: Sep 15, 2026 8 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.