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

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RIA / WealthAdvisor12 years in industry

R••••• A•••••• B••••••••

Advisor at F•••••••• F•••••••• A•••••••

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, 1:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 20, 2015 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: F•••••••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 28, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• F•••••••• A•••••••	Independent wealth	Jan 8, 2025	n/a	yes	GRAND RAPIDS, MI	Current employment
H• W••••• M••••••••• L••	n/a	Sep 21, 2019	Oct 31, 2022	no	GRAND RAPIDS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H• W••••• M••••••••• L••	F•••••••• F•••••••• A•••••••	Oct 31, 2022	Jan 8, 2025	800	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	H• W••••• M••••••••• L••	Sep 24, 2019	Sep 21, 2019

Relationships

Registered with (3)

→ F•••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Jan 8, 2025 to presentfactForm ADV
→ H• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 21, 2019 to Oct 31, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 20, 2015 to Sep 24, 2019factForm ADV

Dated events

Order

Occurred
31 Oct 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 20, 2015
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.