DFX Intelligence

P•••••• A• V•••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

P•••••• A• V•••••••

Advisor at L•• F•••••••• L••

BYRON CENTER, MI | GRANDVILLE, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36167fc5-584d-b683-aef1-64e2e448fd51

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 6, 2009 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Apr 26, 2023	n/a	yes	BYRON CENTER, MI\|GRANDVILLE, MI	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Nov 2, 2018	May 1, 2023	no	GRAND RAPIDS, MI\|GRANDVILLE, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	L•• F•••••••• L••	May 1, 2023	Apr 26, 2023	-5	Firm change	Ibd to ibd
S••••••• I••••••••• I•••	O•••• W•••••• I•••	Nov 2, 2018	Nov 2, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:6413:MI:2023-05-01	May 1, 2023	Apr 26, 2023	GRANDVILLE, MI	Firm change
145006:468:MI:2016-12-31	Dec 31, 2016	Jul 7, 2017	GRANDVILLE, MI	Firm change

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Apr 26, 2023 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Nov 2, 2018 to May 1, 2023factForm ADV
→ S••••••• I••••••••• I•••Registered adviserregistration: previous registration
Jul 7, 2017 to Nov 2, 2018factForm ADV
→ R•••• A•••••••• L••

Dated events

Occurred
May 1, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36167fc5-584d-b683-aef1-64e2e448fd51
First observed: Nov 6, 2009
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.