DFX Intelligence

E••••• P••••• L••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

E••••• P••••• L••••••••

Advisor at W•••• S•••• F•••••••• L••

ANN ARBOR, MI

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Search this name across graphsid dfx:ria:8291e82c-f7f8-250f-9fe5-7e22645d637d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 25, 2017 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: W•••• S•••• F•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• S•••• F•••••••• L••	State registered	Aug 14, 2017	n/a	yes	ANN ARBOR, MI	Current employment
R•••••• L••	Independent wealth	Jan 25, 2017	Jul 26, 2017	no	GRAND RAPIDS, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• L••	W•••• S•••• F•••••••• L••	Jul 26, 2017	Aug 14, 2017	19	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ W•••• S•••• F•••••••• L••Registered adviserregistration: current employment
Aug 14, 2017 to presentfactForm ADV
→ R•••••• L••Registered adviserregistration: previous registration
Jan 25, 2017 to Jul 26, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8291e82c-f7f8-250f-9fe5-7e22645d637d
First observed: Jan 25, 2017
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.