DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)40 years in industry

A••• L•• H•••••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Grand Ledge, MI

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Search this name across graphsid dfx:ria:3cc8644e-f9dd-6411-6fd4-b52007c3f6ae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 26, 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 14, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Dec 16, 2024	n/a	yes	Grand Ledge, MI	Current employment
R•••• I••••••••• A••••••• L••	Bd affiliated wealth	Nov 4, 2010	Dec 23, 2024	no	KENTWOOD, MI\|GRAND LEDGE, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• I••••••••• A••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 23, 2024	Dec 16, 2024	-7	Firm change	Ibd to ibd
A••••••• P••••••••• A•••••••• I••	R•••• I••••••••• A••••••• L••	Mar 7, 2011	Nov 4, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
125004:134139:MI:2024-12-23	Dec 23, 2024	Dec 16, 2024	GRAND LEDGE, MI	Firm change

Relationships

Registered with (3)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Dec 16, 2024 to presentfactForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 4, 2010 to Dec 23, 2024factForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
Feb 26, 2010 to Mar 7, 2011factForm ADV

Dated events

Occurred
Dec 23, 2024
Advisor changed firm
A••• L•• H••••••• left R•••• I••••••••• A••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2024-12-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3cc8644e-f9dd-6411-6fd4-b52007c3f6ae
First observed: Feb 26, 2010
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.