DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

A•••• M••••• W••••••••

Advisor at A••••• P•••• R••••••••• G•••• L••

MIDDLEVILLE, MI

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Search this name across graphsid dfx:ria:32f80b96-fb48-bff1-7798-b02103afbf8c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2007 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: A••••• P•••• R••••••••• G•••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 24, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• P•••• R••••••••• G•••• L••	State registered	Jan 1, 2025	n/a	yes	MIDDLEVILLE, MI	Current employment
F•••••••• F•••••••• A•••••••	Independent wealth	Feb 29, 2024	Mar 30, 2026	no	GRAND RAPIDS, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• F•••••••• A•••••••	A••••• P•••• R••••••••• G•••• L••	Mar 30, 2026	Jan 1, 2025	-453	Firm change after gap	RIA to state RIA
O••••••••• • C•• I•••	F•••••••• F•••••••• A•••••••	Aug 15, 2014	Sep 18, 2014

Relationships

Registered with (6)

→ A••••• P•••• R••••••••• G•••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ F•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Feb 29, 2024 to Mar 30, 2026factForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Jul 18, 2011 to Aug 15, 2014factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Mar 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32f80b96-fb48-bff1-7798-b02103afbf8c
First observed: Sep 21, 2007
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.