DFX Intelligence

T••••• N••••• W•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

T••••• N••••• W•••

Advisor at E••••• J••••

IONIA, MI

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Search this name across graphsid dfx:ria:a575f0b6-891a-2f63-cb88-f33afd3a001e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 5, 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: E••••• J••••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	Apr 28, 2025	n/a	yes	IONIA, MI	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Oct 20, 2017	Apr 25, 2025	no	GRAND RAPIDS, MI\|Greenville, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	E••••• J••••	Apr 25, 2025	Apr 28, 2025	3	Firm change	Ibd to ibd
E••••• J••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Oct 20, 2017	Oct 20, 2017

Relationships

Registered with (2)

→ E••••• J••••Registered adviserregistration: previous registration
Feb 5, 2013 to Oct 20, 2017factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Oct 20, 2017 to Apr 25, 2025factForm ADV

Dated events

Occurred
Apr 25, 2025
Advisor changed firm
T••••• N••••• W••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for E••••• J•••• (registered 2025-04-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a575f0b6-891a-2f63-cb88-f33afd3a001e
First observed: Feb 5, 2013
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.