DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

E•••• A•• E•••••••••

Advisor at M••••• S••••••

Grand Rapids, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 15, 2004 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jul 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom 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
M••••• S••••••	Wirehouse	May 26, 2010	n/a	yes	Grand Rapids, MI\|Grand Rapids, MI	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Oct 1, 2008	Apr 7, 2010	no	Grand Rapids, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	M••••• S••••••	Apr 7, 2010	May 26, 2010	49	Firm change	Wirehouse to wirehouse
J••• M••••• S••••••••• I•••	J••• M••••• S••••••••• L••	Oct 1, 2008	Oct 1, 2008

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
May 26, 2010 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2008 to Apr 7, 2010factForm ADV
→ J••• M••••• S••••••••• I•••Registered adviserregistration: previous registration
Sep 27, 2006 to Oct 1, 2008factForm ADV
→ B••• O•• S••••••••• C•••••••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 15, 2004
Last observed: Sep 14, 2026 10 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.