DFX Intelligence

E••••• D••• A•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

E••••• D••• A•••••••

Advisor at L•• A••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:1fa84a9b-735a-3ad1-1e21-81980b969e55

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 16, 2009 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: L•• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 20, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• A••••••• I•••	Independent wealth	Apr 15, 2024	n/a	yes	MUSKEGON, MI\|Norton Shores, MI\|Holland, MI	Current employment
W•••••• • R•••	Former SEC adviser	Dec 2, 2015	Nov 20, 2017	no	GRAND RAPIDS, MI\|HAMDEN, CT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	L•• A••••••• I•••	Nov 20, 2017	Apr 15, 2024	2,338	Firm change after gap	Other
V•••••• A•••• M••••••••• G••••	W•••••• • R•••	Dec 4, 2015	Dec 2, 2015

Relationships

Registered with (5)

→ L•• A••••••• I•••Registered adviserregistration: current employment
Apr 15, 2024 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Dec 2, 2015 to Nov 20, 2017factForm ADV
→ V•••••• A•••• M••••••••• G••••Registered adviserregistration: previous registration
Jul 12, 2012 to Dec 4, 2015factForm ADV
→ N•• E•••••• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fa84a9b-735a-3ad1-1e21-81980b969e55
First observed: Mar 16, 2009
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.