DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

A••••• L••••• B••••••

Advisor at R•••••• L••

Howell, MI | GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:7196bf78-8773-128a-2a1c-cef5078a9702

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2011 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: R•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 9, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• L••	Independent wealth	Feb 26, 2026	n/a	yes	Howell, MI\|GRAND RAPIDS, MI	Current employment
R•••••• L••	Independent wealth	May 30, 2013	Dec 31, 2025	no	GRAND RAPIDS, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• A•••••••• L••	R•••••• L••	Feb 2, 2012	May 30, 2013	483	Firm change after gap	Other

Relationships

Registered with (2)

→ R•••••• L••Registered adviserregistration: previous registration
May 30, 2013 to Dec 31, 2025factForm ADV
→ R•••• A•••••••• L••Registered adviserregistration: previous registration
Sep 12, 2011 to Feb 2, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7196bf78-8773-128a-2a1c-cef5078a9702
First observed: Sep 12, 2011
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.