DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

E••••• M•••••• P••••

Advisor at L•••••••• P•••••••

Grand Rapids, MI | SCHAUMBURG, IL

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Search this name across graphsid dfx:ria:93699919-1c00-967f-024d-7b1b952cb132

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 4, 2018 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•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
L•••••••• P•••••••	Independent wealth	Jan 1, 2025	n/a	yes	SCHAUMBURG, IL\|Grand Rapids, MI	Current employment
W•••••••••	Former SEC adviser	Mar 7, 2022	Mar 28, 2022	no	GRAND RAPIDS, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• W••••• M•••••••••	W•••••••••	Feb 20, 2024	Mar 7, 2022	-715	Firm change after gap	Other
W•••••••••	L•••••••• P•••••••	Mar 28, 2022	Jan 1, 2025

Relationships

Registered with (4)

→ L•••••••• P•••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ A••••• W••••• M•••••••••Registered adviserregistration: previous registration
Feb 5, 2021 to Feb 20, 2024factForm ADV
→ W•••••••••Registered adviserregistration: previous registration
Mar 7, 2022 to Mar 28, 2022factForm ADV
→ W•••••• • R•••

Dated events

Occurred
Feb 20, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93699919-1c00-967f-024d-7b1b952cb132
First observed: May 4, 2018
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.