DFX Intelligence

A••• D•••• S•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

A••• D•••• S•••••••••

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

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:bb6636f6-3ee0-f440-fe92-583354446390

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 10, 2002 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: S••••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 4, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• W••••• M•••••••••	Independent wealth	Apr 26, 2010	n/a	yes	GRAND RAPIDS, MI	Current employment
M••••• P••••••• A•• A•••••••	n/a	Apr 2, 2021	Dec 31, 2022	no	GRAND RAPIDS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• P••••••• A•• A•••••••	n/a	Dec 31, 2022	n/a	n/a	Departure no registered destination	Departure
S••••• C•••••• M••••••••• I•••	M••••• P••••••• A•• A•••••••	Aug 15, 2017	Apr 2, 2021	1,326

Relationships

Registered with (4)

→ S••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 26, 2010 to presentfactForm ADV
→ M••••• P••••••• A•• A•••••••Registered adviserregistration: previous registration
Apr 2, 2021 to Dec 31, 2022factForm ADV
→ S••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 5, 2016 to Aug 15, 2017factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration

Dated events

Occurred
Dec 31, 2022
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb6636f6-3ee0-f440-fe92-583354446390
First observed: Dec 10, 2002
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.