DFX Intelligence

W•••••• L•••• L••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

W•••••• L•••• L••••

Advisor at R•••••• W•••••

LANSING, MI | Vero Beach, FL

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Search this name across graphsid dfx:ria:218e59d1-50fd-0484-e15b-78ba43c884c0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 14, 2017 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•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• W•••••	Independent wealth	Apr 2, 2024	n/a	yes	Vero Beach, FL\|LANSING, MI	Current employment
P••••• M•••• F•••••••• A•••••••	Independent wealth	Jan 14, 2017	Feb 19, 2024	no	Traverse City, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••• M•••• F•••••••• A•••••••	R•••••• W•••••	Feb 19, 2024	Apr 2, 2024	43	Firm change	RIA to RIA

Relationships

Registered with (2)

→ R•••••• W•••••Registered adviserregistration: current employment
Apr 2, 2024 to presentfactForm ADV
→ P••••• M•••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jan 14, 2017 to Feb 19, 2024factForm ADV

Dated events

Occurred
Feb 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:218e59d1-50fd-0484-e15b-78ba43c884c0
First observed: Jan 14, 2017
Last observed: Sep 14, 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.