DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

T••••• A••• F•••••

Advisor at L•• F•••••••• L••

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:52925105-2ab6-19a4-3d88-b3224b73b6c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 9, 2015 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, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jul 21, 2021	n/a	yes	GRAND RAPIDS, MI	Current employment
E••••• F•••••••• P•••••••	State registered	Aug 26, 2022	Jul 3, 2023	no	MUSKEGON, MI\|Grand Rapids, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• F•••••••• P•••••••	n/a	Jul 3, 2023	n/a	n/a	Departure no registered destination	Departure
W•••••• • R•••	L•• F•••••••• L••	Jul 21, 2021	Jul 21, 2021	0

Relationships

Registered with (5)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Jul 21, 2021 to presentfactForm ADV
→ E••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Aug 26, 2022 to Jul 3, 2023factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Oct 14, 2020 to Jul 21, 2021factForm ADV
→ O•••• W•••••• I•••

Dated events

Occurred
Jul 3, 2023
Advisor departed, no destination yet
T••••• A••• F••••• no longer registered at E••••• F•••••••• P•••••••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52925105-2ab6-19a4-3d88-b3224b73b6c5
First observed: Oct 9, 2015
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.