DFX Intelligence

O••• S••••••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

O••• S••••••• H•••

Advisor at H••••••••• N•••• W••••• A•••••••• I•••

BELMONT, MI

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Search this name across graphsid dfx:ria:59cdf47d-f95d-f578-e3dd-57f20e48375f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 3, 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: H••••••••• N•••• W••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 3, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••••• N•••• W••••• A•••••••• I•••	Independent wealth	Nov 30, 2018	n/a	yes	BELMONT, MI	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Aug 3, 2010	Dec 3, 2018	no	GRAND RAPIDS, MI\|Grand Rapids, MI\|PORTAGE, MI\|Grand Rapids, MI\|BATTLE CREEK, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	H••••••••• N•••• W••••• A•••••••• I•••	Dec 3, 2018	Nov 30, 2018	-3	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ H••••••••• N•••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Nov 30, 2018 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 3, 2010 to Dec 3, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59cdf47d-f95d-f578-e3dd-57f20e48375f
First observed: Aug 3, 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.