S•••• H••••••

Advisor at F•••• T•••• S••••••••• I•••

Grand Rapids, MI

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Search this name across graphsid dfx:ria:754f2712-6c8f-b1d3-b777-121435ae6202

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2005 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: F•••• T•••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Jul 23, 2026	n/a	yes	Grand Rapids, MI\|Grand Rapids, MI	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Aug 21, 2023	n/a	yes	Grand Rapids, MI\|Grand Rapids, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• S•••••••••	A••••••••• F•••••••• S•••••••• L••	Nov 3, 2023	Aug 21, 2023	-74	Bulk transfer	RIA to ibd
F•••• T•••• S••••••••• I•••	C••••••• S•••••••••	Apr 3, 2007	Mar 23, 2007

Relationships

Registered with (3)

→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 31, 2005 to Apr 3, 2007factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Aug 21, 2023 to presentfactForm ADV
→ C••••••• S•••••••••Registered adviserregistration: previous registration
Mar 23, 2007 to Nov 3, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:754f2712-6c8f-b1d3-b777-121435ae6202
First observed: Mar 31, 2005
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.