J•••• W• A•••••

Advisor at S•••••••• A•••••• N••••••

BRIGHTON, MI | REEDLEY, CA

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:43ea88df-2491-7a39-b77c-f1c8c06de535

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 16, 2015 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: S•••••••• A•••••• N••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••••• A•••••• N••••••	Independent wealth	Jun 22, 2022	n/a	yes	REEDLEY, CA\|BRIGHTON, MI	Current employment
P•••••• A•••••••• L••	State registered	Sep 8, 2017	Jun 24, 2022	no	SAN FRANCISCO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• A•••••••• L••	S•••••••• A•••••• N••••••	Jun 24, 2022	Jun 22, 2022	-2	Firm change	Other
W•••• E••••• G••••• I•••	P•••••• A•••••••• L••	Sep 1, 2017	Sep 8, 2017

Relationships

Registered with (3)

→ S•••••••• A•••••• N••••••Registered adviserregistration: current employment
Jun 22, 2022 to presentfactForm ADV
→ P•••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 8, 2017 to Jun 24, 2022factForm ADV
→ W•••• E••••• G••••• I•••Registered adviserregistration: previous registration
Dec 16, 2015 to Sep 1, 2017factForm ADV

Dated events

Occurred
Jun 24, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:43ea88df-2491-7a39-b77c-f1c8c06de535
First observed: Dec 16, 2015
Last observed: Sep 15, 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.