DFX Intelligence

D••••• G•••• H••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

D••••• G•••• H••••••••

Advisor at I••••••• F••••••••• L••

New Baltimore, MI | TUCSON, AZ

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Search this name across graphsid dfx:ria:8c1ee8de-6521-3e12-b7ad-fa1e9002654b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2013 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: I••••••• F••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 31, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• F••••••••• L••	Independent wealth	Feb 19, 2026	n/a	yes	TUCSON, AZ\|New Baltimore, MI	Current employment
W••••• W•••• A•••••••• I••	Independent wealth	Feb 4, 2019	Jul 12, 2023	no	Washington, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• W•••• A•••••••• I••	I••••••• F••••••••• L••	Jul 12, 2023	Feb 19, 2026	953	Firm change after gap	RIA to RIA
O• I••••••••• M••••••••• C•	W••••• W•••• A•••••••• I••	Dec 23, 2015	Feb 4, 2019

Relationships

Registered with (3)

→ I••••••• F••••••••• L••Registered adviserregistration: current employment
Feb 19, 2026 to presentfactForm ADV
→ W••••• W•••• A•••••••• I••Registered adviserregistration: previous registration
Feb 4, 2019 to Jul 12, 2023factForm ADV
→ O• I••••••••• M••••••••• C•Registered adviserregistration: previous registration
Feb 21, 2013 to Dec 23, 2015factForm ADV

Dated events

Occurred
Jul 12, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c1ee8de-6521-3e12-b7ad-fa1e9002654b
First observed: Feb 21, 2013
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.