DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

E•••• A••••• A•••••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:43f0cc3e-376e-ebdc-8d2c-0f3a766c0748

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 23, 2002 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 23, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Sep 27, 2019	n/a	yes	GRAND RAPIDS, MI	Current employment
R•••••• W•••••	Independent wealth	Jan 6, 2014	Sep 27, 2019	no	GRAND RAPIDS, MI\|LANSING, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• W•••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Sep 27, 2019	Sep 27, 2019	0	Firm change	RIA to ibd
C•••• L••	R•••••• W•••••	Dec 31, 2013	Jan 6, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
123047:149018:MI:2019-09-27	Sep 27, 2019	Sep 27, 2019	LANSING, MI	Firm change

Relationships

Registered with (5)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Sep 27, 2019 to presentfactForm ADV
→ R•••••• W•••••Registered adviserregistration: previous registration
Jan 6, 2014 to Sep 27, 2019factForm ADV
→ C•••• L••Registered adviserregistration: previous registration
May 24, 2010 to Dec 31, 2013factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:43f0cc3e-376e-ebdc-8d2c-0f3a766c0748
First observed: Oct 23, 2002
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.