DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

T••••• W•••••• A•••••••

Advisor at 6•• F••••••••• L••

PORTAGE, MI

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Search this name across graphsid dfx:ria:6b4713b8-c522-2f1f-4146-89b4bba73283

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jan 22, 2007 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

T••••• W•••••• A•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: 6•• F••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
6•• F••••••••• L••	Independent wealth	Mar 31, 2021	n/a	yes	PORTAGE, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Feb 22, 2018	Sep 16, 2021	no	PORTAGE, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	6•• F••••••••• L••	Sep 16, 2021	Mar 31, 2021	-169	Firm change after gap	Ibd to new firm
O••••••••• • C•• I•••	L•• F•••••••• L••	Feb 23, 2018	Feb 22, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:306474:MI:2021-09-16	Sep 16, 2021	Mar 31, 2021	PORTAGE, MI	Firm change after gap
249:6413:MI:2018-02-23	Feb 23, 2018	Feb 22, 2018	PORTAGE, MI	Firm change

Relationships

Registered with (3)

→ 6•• F••••••••• L••Registered adviserregistration: current employment
Mar 31, 2021 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 22, 2018 to Sep 16, 2021factForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Jan 22, 2007 to Feb 23, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6b4713b8-c522-2f1f-4146-89b4bba73283
First observed: Jan 22, 2007
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.