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

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

S••••••• J•••• W•••••

Advisor at G••••••••• W•••••• I•••

ZEELAND, MI

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Search this name across graphsid dfx:ria:7bbef79d-d9c9-1be7-044b-a86a71bc3c00

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 1, 2012 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: G••••••••• W•••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••••• W•••••• I•••	Independent wealth	May 17, 2016	n/a	yes	ZEELAND, MI	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Nov 12, 2020	Jul 28, 2021	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	n/a	Jul 28, 2021	n/a	n/a	Departure no registered destination	Departure
F•••• A••••• A••••••• S•••••••• I•••	G••••••••• W•••••• I•••	Nov 12, 2020	May 17, 2016

Relationships

Registered with (3)

→ G••••••••• W•••••• I•••Registered adviserregistration: current employment
May 17, 2016 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 12, 2020 to Jul 28, 2021factForm ADV
→ F•••• A••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 1, 2012 to Nov 12, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7bbef79d-d9c9-1be7-044b-a86a71bc3c00
First observed: May 1, 2012
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.