DFX Intelligence

L••• M•••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)28 years in industry

L••• M•••• C••••••

Advisor at L•• F•••••••• L••

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:5ef7646b-7747-1961-42cc-634a17389953

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 18, 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 29, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Mar 10, 2025	n/a	yes	GRAND RAPIDS, MI	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jun 18, 2010	Mar 11, 2025	no	ADA, MI\|ADA, MI\|Grand Rapids, MI\|Grand Rapids, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	L•• F•••••••• L••	Mar 11, 2025	Mar 10, 2025	-1	Firm change	Ibd to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:6413:MI:2025-03-10	Mar 11, 2025	Mar 10, 2025	GRAND RAPIDS, MI	Firm change

Relationships

Registered with (2)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Mar 10, 2025 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 18, 2010 to Mar 11, 2025factForm ADV

Dated events

Occurred
Mar 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ef7646b-7747-1961-42cc-634a17389953
First observed: Jun 18, 2010
Last observed: Sep 14, 2026 9 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.