DFX Intelligence

M•••••• J•• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

M•••••• J•• F•••••

Advisor at L•••••••• A•••••••• L••

GRAND RAPIDS, MI | COLUMBIA, SC

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Search this name across graphsid dfx:ria:b16a0092-f5ce-bcc0-4233-27c0fae50767

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 16, 2022 to Sep 15, 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•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••••••• A•••••••• L••	I•••••••••_WEALTH	Apr 29, 2026	n/a	yes	GRAND RAPIDS, MI\|COLUMBIA, SC	Current employment
I••••••••• A•••••• A•••••••• L••	I•••••••••_WEALTH	Apr 10, 2026	Apr 15, 2026	no	Columbia, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• A•••••• A•••••••• L••	L•••••••• A•••••••• L••	Apr 15, 2026	Apr 29, 2026	14	Firm change	RIA to RIA
F••••	I••••••••• A•••••• A•••••••• L••	Dec 8, 2025	Apr 10, 2026

Relationships

Registered with (4)

→ L•••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 29, 2026 to presentfactForm ADV
→ I••••••••• A•••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 10, 2026 to Apr 15, 2026factForm ADV
→ F••••Registered adviserregistration: previous registration
May 28, 2025 to Dec 8, 2025factForm ADV
→ N••••••• R••••••••• S•••••••• I•••

Dated events

Occurred
Apr 15, 2026
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 8, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
May 23, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b16a0092-f5ce-bcc0-4233-27c0fae50767
First observed: Feb 16, 2022
Last observed: Sep 15, 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.