DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

M•••••• J• S•••••••••

Advisor at L•• F•••••••• L••

ADA, MI

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Search this name across graphsid dfx:ria:8a1d2a0f-df18-0698-b586-e4fda5a86157

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 26, 2010 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Mar 23, 2022	n/a	yes	ADA, MI	Current employment
H••••••••• F•••••••• L••	Independent wealth	Jun 1, 2016	Mar 30, 2022	no	GRAND RAPIDS, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••	H••••••••• F•••••••• L••	Apr 1, 2022	Jun 1, 2016	-2,130	Firm change after gap	RIA to RIA
H••••••••• F•••••••• L••	L•• F•••••••• L••	Mar 30, 2022	Mar 23, 2022

Relationships

Registered with (5)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Mar 23, 2022 to presentfactForm ADV
→ U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••Registered adviserregistration: previous registration
Aug 25, 2014 to Apr 1, 2022factForm ADV
→ H••••••••• F•••••••• L••Registered adviserregistration: previous registration
Jun 1, 2016 to Mar 30, 2022factForm ADV
→ P•• W••••• M•••••••••

Dated events

Occurred
Apr 1, 2022
Advisor changed firm
M•••••• J• S••••••••• left U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• for H••••••••• F•••••••• L•• (registered 2016-06-01)
Form ADVobserved 7 days ago
Occurred
Mar 30, 2022
Advisor changed firm
M•••••• J• S••••••••• left H••••••••• F•••••••• L•• for L•• F•••••••• L•• (registered 2022-03-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a1d2a0f-df18-0698-b586-e4fda5a86157
First observed: May 26, 2010
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.