A•••• D••• R•••

Advisor at A••••• A•• P••••••• S•••••••

Coldwater, MI | EAST LANSING, 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:8b8a3639-055b-c1c0-8197-2338473f6fae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 31, 2019 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: A••••• A•• P••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Jan 22, 2025	n/a	yes	Coldwater, MI\|EAST LANSING, MI	Current employment
V•••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Jun 13, 2022	Jan 10, 2025	no	HOUSTON, TX\|COLDWATER, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••• F•••••••• A•••••••• I•••	A••••• A•• P••••••• S•••••••	Jan 10, 2025	Jan 22, 2025	12	Firm change	Ibd to ibd
V••• F•••••••• P•••••••• L••	V•••• F•••••••• A•••••••• I•••	Apr 18, 2022	Jun 13, 2022

Relationships

Registered with (4)

→ A••••• A•• P••••••• S•••••••Registered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 13, 2022 to Jan 10, 2025factForm ADV
→ V••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Mar 23, 2020 to Apr 18, 2022factForm ADV
→ M••••••••• R•••••••••

Dated events

Occurred
Jan 10, 2025
Advisor changed firm
A•••• D••• R••• left V•••• F•••••••• A•••••••• I••• for A••••• A•• P••••••• S••••••• (registered 2025-01-22)
Form ADVobserved 7 days ago
Occurred
Apr 18, 2022
Advisor changed firm
A•••• D••• R••• left V••• F•••••••• P•••••••• L•• for V•••• F•••••••• A•••••••• I••• (registered 2022-06-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b8a3639-055b-c1c0-8197-2338473f6fae
First observed: May 31, 2019
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.