DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

S•••••• P••• S••••

Advisor at D• • C• A•••••••• L••

HOLLAND, MI | GRAND HAVEN, MI

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 7, 2009 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: D• • C• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 6, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D• • C• A•••••••• L••	Independent wealth	Oct 16, 2018	n/a	yes	GRAND HAVEN, MI\|HOLLAND, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Oct 10, 2018	Oct 10, 2018	no	GRAND HAVEN, MI\|FARMINGTON HILLS, MI\|GRAND HAVEN, MI\|GRAND RAPIDS, MI\|GRAND RAPIDS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	D• • C• A•••••••• L••	Oct 10, 2018	Oct 16, 2018	6	Firm change	RIA to RIA
S••••••••• A•••••• A•••••••• I•••	D• • C• A•••••••• L••	Oct 10, 2018	Oct 16, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
137888:110518:MI:2016-05-06	May 10, 2016	May 2, 2016	GRAND RAPIDS, MI	Firm change

Relationships

Registered with (6)

→ D• • C• A•••••••• L••Registered adviserregistration: current employment
Oct 16, 2018 to presentfactForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
May 2, 2016 to Oct 10, 2018factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 10, 2018 to Oct 10, 2018factForm ADV
→ F•••• A••••• A••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 7, 2009
Last observed: Sep 15, 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.