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R••• C• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

R••• C• D••••

Advisor at N•••• S••••• W••••• M•••••••••

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:ace590df-8ee1-6c88-bae8-0685ac7ea3ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 31, 2017 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: N•••• S••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••• S••••• W••••• M•••••••••	State registered	Jul 24, 2025	n/a	yes	GRAND RAPIDS, MI	Current employment
N•••• S•••••	n/a	Jul 31, 2017	Nov 29, 2023	no	GRAND RAPIDS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••• S•••••	N•••• S••••• W••••• M•••••••••	Nov 29, 2023	Jul 24, 2025	603	Firm change after gap	Other

Relationships

Registered with (2)

→ N•••• S••••• W••••• M•••••••••Registered adviserregistration: current employment
Jul 24, 2025 to presentfactForm ADV
→ N•••• S•••••Registered adviserregistration: previous registration
Jul 31, 2017 to Nov 29, 2023factForm ADV

Dated events

Occurred
Nov 29, 2023
Advisor changed firm
R••• C• D•••• left N•••• S••••• for N•••• S••••• W••••• M••••••••• (registered 2025-07-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ace590df-8ee1-6c88-bae8-0685ac7ea3ee
First observed: Jul 31, 2017
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.