DFX Intelligence

M••• A•••••• K••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

M••• A•••••• K••••••

Advisor at O•••• W•••••• I•••

Grand Rapids , MI

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Search this name across graphsid dfx:ria:aeb4218e-260b-c248-0925-512c474780c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 1, 2011 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: O•••• W•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 15, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Apr 14, 2022	n/a	yes	Grand Rapids , MI	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Jun 18, 2021	Apr 15, 2022	no	SOUTHFIELD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	O•••• W•••••• I•••	Apr 15, 2022	Apr 14, 2022	-1	Firm change	Ibd to ibd
M•• I•••••••• S•••••••• L••	P••• A••••• S••••••••• L••	Feb 10, 2021	Jun 18, 2021

Relationships

Registered with (4)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Apr 14, 2022 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 18, 2021 to Apr 15, 2022factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 20, 2014 to Feb 10, 2021factForm ADV
→ M••••• O• O•••• I••••••• S•••••••• I•••

Dated events

Occurred
Apr 15, 2022
Advisor changed firm
M••• A•••••• K•••••• left P••• A••••• S••••••••• L•• for O•••• W•••••• I••• (registered 2022-04-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aeb4218e-260b-c248-0925-512c474780c5
First observed: Sep 1, 2011
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.