DFX Intelligence

G••• T••• C•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

G••• T••• C•••••

Advisor at R•••••• J•••• • A••••••••• I•••

Holland, MI

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Search this name across graphsid dfx:ria:189c14b4-f169-95e6-351c-ecbe2c6e4215

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jan 28, 2008 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: R•••••• J•••• • A••••••••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Nov 21, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• • A••••••••• I•••	National bd RIA	Nov 10, 2025	n/a	yes	Holland, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Mar 12, 2025	Nov 14, 2025	no	HOLLAND, MI\|ZEELAND, MI\|JENISON, MI\|SAN DIEGO, CA\|Grand Haven, MI\|Jenison, MI\|Hamilton, MI\|ZEELAND, MI\|Allendale, MI\|Holland, MI\|GRAND HAVEN, MI\|ZEELAND, MI\|JENISON, MI\|HAMILTON, MI\|JENISON, MI\|ALLENDALE, MI\|HOLLAND, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	R•••••• J•••• • A••••••••• I•••	Nov 14, 2025	Nov 10, 2025	-4	Firm change	Ibd to ibd
O•••• I••••••••• I•••	L•• F•••••••• L••	Mar 11, 2025	Mar 12, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
35371:6413:MI:2025-03-11	Mar 11, 2025	Mar 12, 2025	GRAND HAVEN, MI	Firm change

Relationships

Registered with (5)

→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jan 28, 2008 to Aug 27, 2009factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 12, 2025 to Nov 14, 2025factForm ADV
→ O•••• I••••••••• I•••Registered adviserregistration: previous registration
Nov 10, 2011 to Mar 11, 2025factForm ADV
→ P•• W••••• M•••••••••

Dated events

Occurred
Nov 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:189c14b4-f169-95e6-351c-ecbe2c6e4215
First observed: Jan 28, 2008
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.