DFX Intelligence

B•••••• J•• 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 / WealthAdvisor18 years in industry

B•••••• J•• H•••••

Advisor at F•••••••• F•••••••• A•••••••

GRAND RAPIDS, 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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 20, 2007 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: F•••••••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 16, 2007earliest 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• F•••••••• A•••••••	Independent wealth	Oct 30, 2024	n/a	yes	GRAND RAPIDS, MI	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jul 24, 2017	Oct 25, 2024	no	HOLLAND, MI\|HOLLAND, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	F•••••••• F•••••••• A•••••••	Oct 25, 2024	Oct 30, 2024	5	Firm change	Ibd to RIA
J••• M••••• S••••••••• L••	C••••• I••••••••• A••••••• L••	Mar 14, 2017	Jul 24, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:172103:MI:2024-10-24	Oct 25, 2024	Oct 30, 2024	HOLLAND, MI	Firm change

Relationships

Registered with (6)

→ F•••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Oct 30, 2024 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jul 24, 2017 to Oct 25, 2024factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Aug 29, 2016 to Mar 14, 2017factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Order

Occurred
25 Oct 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 20, 2007
Last observed: Sep 14, 2026 10 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.