DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

J••••••• J•••• S••••

Advisor at I••••• P••••••••• W•••••• L••

Grand Rapids, MI | MARIETTA, GA

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Search this name across graphsid dfx:ria:d339a97a-c0b5-55f1-5206-1f493e6596a5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 26, 2012 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: I••••• P••••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 18, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••• P••••••••• W•••••• L••	Independent wealth	Aug 19, 2025	n/a	yes	MARIETTA, GA\|Grand Rapids, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 18, 2024	May 21, 2025	no	GRAND RAPIDS, MI\|GRAND RAPIDS, MI\|GRAND RAPIDS, MI\|GRAND HAVEN, MI\|GRAND RAPIDS, MI\|GRAND RAPIDS, MI\|CALEDONIA, MI\|BYRON CENTER, MI\|GRAND RAPIDS, MI\|GRANDHAVEN, MI\|GRAND RAPIDS, MI\|SAGINAW, MI\|WHITE LAKE, MI\|HUDSONVILLE, MI\|GRAND RAPIDS, MI\|JENISON, MI\|WYOMING, MI\|ZEELAND, MI\|MUSKEGON, MI\|GREENVILLE, MI\|KENTWOOD, MI\|FARMINGTON HILLS, MI\|STERLING HEIGHTS, MI\|NORTH MUSKEGON, MI\|BYRON CENTER, MI\|PORTAGE, MI\|HOLLAND, MI\|GRAND RAPIDS, MI\|KALAMAZOO, MI\|ANN ARBOR, MI\|RAVENNA, MI\|HOLLAND, MI\|LIVONIA, MI\|TRAVERSE CITY, MI\|MUSKEGON, MI\|TROY, MI\|ADA, MI\|GRAND RAPIDS, MI\|TRAVERSE CITY, MI\|LOWELL, MI\|ROCHESTER HILLS, MI\|WYOMING, MI\|ALLENDALE, MI\|ROCKFORD, MI\|KALAMAZOO, MI\|SCHOOLCRAFT, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	I••••• P••••••••• W•••••• L••	May 21, 2025	Aug 19, 2025	90	Firm change	Ibd to RIA
S••••• A•••• M••••••••• L•••••	L•• F•••••••• L••	Sep 5, 2024	Sep 18, 2024

Relationships

Registered with (4)

→ I••••• P••••••••• W•••••• L••Registered adviserregistration: current employment
Aug 19, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 18, 2024 to May 21, 2025factForm ADV
→ S••••• A•••• M••••••••• L•••••Registered adviserregistration: previous registration
May 24, 2024 to Sep 5, 2024factForm ADV
→ P•• W••••• M•••••••••

Dated events

Occurred
May 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d339a97a-c0b5-55f1-5206-1f493e6596a5
First observed: Sep 26, 2012
Last observed: Sep 15, 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.