DFX Intelligence

M•••••• J••• V•• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

M•••••• J••• V•• H•••••

Advisor at C•••••• S••••• • C••• I•••

Grand Rapids, MI | Novi, MI

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:7c82eebc-373f-17b5-c542-6102a72f107b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Jul 12, 2004 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: C•••••• S••••• • C••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Jul 12, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• S••••• • C••• I•••	National bd RIA	Jun 28, 2023	n/a	yes	Grand Rapids, MI\|Novi, MI	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Oct 26, 2022	Jun 6, 2023	no	GRAND RAPIDS, MI\|COVINGTON, KY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	C•••••• S••••• • C••• I•••	Jun 6, 2023	Jun 28, 2023	22	Firm change	Ibd to ibd
H••••••••• F•••••••• A•••••••	F••••••• P••••••• A•• W•••••••• A•••••••	Oct 6, 2022	Oct 26, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:16986:MI:2021-10-13	Oct 13, 2021	Oct 14, 2021	GRAND RAPIDS, MI	Firm change

Relationships

Registered with (10)

→ C•••••• S••••• • C••• I•••Registered adviserregistration: current employment
Jun 28, 2023 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Oct 26, 2022 to Jun 6, 2023factForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Oct 14, 2021 to Oct 6, 2022factForm ADV
→ C••••• I••••••••• A••••••• L••

Dated events

Occurred
Jun 6, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 6, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c82eebc-373f-17b5-c542-6102a72f107b
First observed: Jul 12, 2004
Last observed: Sep 14, 2026 9 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.