DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

M•••••• J• M•••••

Advisor at L•• A••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:2bfa9ee9-4690-af32-3b55-b51b63b4eed9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2011 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: Dec 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• A••••••• I•••	Independent wealth	Feb 19, 2019	n/a	yes	MUSKEGON, MI\|Norton Shores, MI\|Holland, MI	Current employment
I•••••••• A•••••••• L••	Bd affiliated wealth	Apr 13, 2011	Dec 9, 2013	no	GRAND RAPIDS, MI\|Urbandale, IA\|KENTWOOD, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• A•••••••• L••	L•• A••••••• I•••	Dec 9, 2013	Feb 19, 2019	1,898	Firm change after gap	Other

Relationships

Registered with (2)

→ L•• A••••••• I•••Registered adviserregistration: current employment
Feb 19, 2019 to presentfactForm ADV
→ I•••••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 13, 2011 to Dec 9, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bfa9ee9-4690-af32-3b55-b51b63b4eed9
First observed: Apr 13, 2011
Last observed: Sep 15, 2026 7 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.