DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

M•••••• A•• M••••••••

Advisor at W••••••••• I••••••••• M••••••••• L••

GRAND RAPIDS, MI | LEXINGTON, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:666330d4-97d0-5b2b-8c65-27c2519b7f8a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 22, 2020 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: W••••••••• I••••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• I••••••••• M••••••••• L••	Independent wealth	Aug 13, 2024	n/a	yes	LEXINGTON, SC\|GRAND RAPIDS, MI	Current employment
B••••••••• A•••• M••••••••• L••	Asset manager	Mar 5, 2021	Dec 31, 2021	no	RALEIGH, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• W••••• A•••••••• L••	B••••••••• A•••• M••••••••• L••	Aug 7, 2024	Mar 5, 2021	-1,251	Channel change	Other
B••••••••• A•••• M••••••••• L••	W••••••••• I••••••••• M••••••••• L••	Dec 31, 2021	Aug 13, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
153467:309553:NC:2021-12-31	Dec 31, 2021	Aug 13, 2024	RALEIGH, NC	Firm change after gap

Relationships

Registered with (3)

→ W••••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Aug 13, 2024 to presentfactForm ADV
→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 22, 2020 to Aug 7, 2024factForm ADV
→ B••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Mar 5, 2021 to Dec 31, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:666330d4-97d0-5b2b-8c65-27c2519b7f8a
First observed: Jan 22, 2020
Last observed: Sep 15, 2026 7 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.