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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

M•••••• J• M••••

Advisor at M•• W••••• M•••••••••

GRAND HAVEN, MI

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Search this name across graphsid dfx:ria:c843ed15-ffbd-dd85-0f6d-ffa56a7c2456

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 16, 2006 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: M•• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 14, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• W••••• M•••••••••	State registered	Sep 6, 2024	n/a	yes	GRAND HAVEN, MI	Current employment
T•• W••••• B•••••••	Independent wealth	Sep 29, 2022	Oct 3, 2024	no	Spring Lake, MI\|CHESTER, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• W••••• B•••••••	M•• W••••• M•••••••••	Oct 3, 2024	Sep 6, 2024	-27	Firm change	RIA to state RIA
L•• F•••••••• L••	T•• W••••• B•••••••	Sep 28, 2022	Sep 29, 2022

Relationships

Registered with (4)

→ M•• W••••• M•••••••••Registered adviserregistration: current employment
Sep 6, 2024 to presentfactForm ADV
→ T•• W••••• B•••••••Registered adviserregistration: previous registration
Sep 29, 2022 to Oct 3, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 13, 2012 to Sep 28, 2022factForm ADV
→ H••••••••• F•••••••• A•••••••

Dated events

Occurred
Oct 3, 2024
Advisor changed firm
M•••••• J• M•••• left T•• W••••• B••••••• for M•• W••••• M••••••••• (registered 2024-09-06)
Form ADVobserved 7 days ago
Occurred
Sep 28, 2022
Advisor changed firm
M•••••• J• M•••• left L•• F•••••••• L•• for T•• W••••• B••••••• (registered 2022-09-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c843ed15-ffbd-dd85-0f6d-ffa56a7c2456
First observed: Aug 16, 2006
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.