DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

B•••• E••• E••••

Advisor at C••••••••• S••••••••• C•••••• I••

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:b7379fed-644a-a71c-9c06-f604273b5fae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 20, 2010 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: C••••••••• S••••••••• C•••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 28, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• S••••••••• C•••••• I••	Independent wealth	Jun 27, 2019	n/a	yes	GRAND RAPIDS, MI\|GRAND RAPIDS, MI	Current employment
S•••••••• A•••••••• L••	Bd affiliated wealth	Aug 11, 2015	Jul 1, 2019	no	CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A•••••••• L••	C••••••••• S••••••••• C•••••• I••	Jul 1, 2019	Jun 27, 2019	-4	Firm change	Ibd to RIA
D•••• A• N•••• • C••••••	S•••••••• A•••••••• L••	Aug 11, 2015	Aug 11, 2015

Relationships

Registered with (3)

→ C••••••••• S••••••••• C•••••• I••Registered adviserregistration: current employment
Jun 27, 2019 to presentfactForm ADV
→ S•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 11, 2015 to Jul 1, 2019factForm ADV
→ D•••• A• N•••• • C••••••Registered adviserregistration: previous registration
Jan 20, 2010 to Aug 11, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7379fed-644a-a71c-9c06-f604273b5fae
First observed: Jan 20, 2010
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.