DFX Intelligence

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

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RIA / WealthAdvisor35 years in industry

G••••• M•••••• G••••••

Advisor at D• • C• A•••••••• L••

HOLLAND, 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, 3:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 18, 2010 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: D• • C• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D• • C• A•••••••• L••	Independent wealth	Apr 14, 2011	n/a	yes	HOLLAND, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 27, 2010	Jun 28, 2011	no	HOLLAND, MI\|HOLLAND, MI\|GRAND HAVEN, MI\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	D• • C• A•••••••• L••	Jun 28, 2011	Apr 14, 2011	-75	Firm change after gap	Other
1•• G••••• A••••••• I••	L•• F•••••••• L••	Sep 30, 2010	Sep 27, 2010

Relationships

Registered with (3)

→ D• • C• A•••••••• L••Registered adviserregistration: current employment
Apr 14, 2011 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 27, 2010 to Jun 28, 2011factForm ADV
→ 1•• G••••• A••••••• I••Registered adviserregistration: previous registration
Jun 18, 2010 to Sep 30, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 18, 2010
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.