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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

W•••••• C••• C•••••••

Advisor at F••••• W••••• M••••••••• L•••

BRIGHTON, MI | Grand Rapids, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c4da9389-12af-4547-abf3-45c018ba07c1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 7, 2017 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: F••••• W••••• M••••••••• L•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 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

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• W••••• M••••••••• L•••	Independent wealth	Feb 19, 2025	n/a	yes	Grand Rapids, MI\|BRIGHTON, MI	Current employment
A••••	Independent wealth	Apr 3, 2024	Dec 5, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••	F••••• W••••• M••••••••• L•••	Dec 5, 2024	Feb 19, 2025	76	Firm change	RIA to RIA
S•••••• H•••• • J•••• I••	A••••	Mar 29, 2024

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5393:159035:CO:2017-07-10	Jul 21, 2017	Jul 21, 2017	LONE TREE, CO	Firm change

Relationships

Registered with (5)

→ F••••• W••••• M••••••••• L•••Registered adviserregistration: current employment
Feb 19, 2025 to presentfactForm ADV
→ A••••Registered adviserregistration: previous registration
Apr 3, 2024 to Dec 5, 2024factForm ADV
→ S•••••• H•••• • J•••• I••Registered adviserregistration: previous registration
Nov 8, 2019 to Mar 29, 2024factForm ADV
→ S••••• W••••• A•••••••• I•••

Dated events

Occurred
Dec 5, 2024
Advisor changed firm
W•••••• C••• C••••••• left Atlas for F••••• W••••• M••••••••• L••• (registered 2025-02-19)
Form ADVobserved 7 days ago
Occurred
Mar 29, 2024
Advisor changed firm
W•••••• C••• C••••••• left S•••••• H•••• • J•••• I•• for Atlas (registered 2024-04-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4da9389-12af-4547-abf3-45c018ba07c1
First observed: Jul 7, 2017
Last observed: Sep 15, 2026 7 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.