J•••• R• N•••••

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

BRIGHTON, MI | Okemos, 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:dcde5c84-8327-2bb6-2e9c-befd2c7e434a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Mar 30, 2026 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 public••• Locked
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• W••••• M••••••••• L•••	Independent wealth	Jul 24, 2026	n/a	yes	BRIGHTON, MI\|Okemos, MI	Current employment
P••••••• W••••• G••••• L••	Independent wealth	May 27, 2026	Jul 1, 2026	no	Dewitt, MI\|PROVO, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• W••••• G••••• L••	F••••• W••••• M••••••••• L•••	Jul 1, 2026	Jul 24, 2026	23	Firm change	RIA to RIA
S••••••••• W•••••	P••••••• W••••• G••••• L••	May 15, 2026	May 27, 2026

Relationships

Registered with (3)

→ F••••• W••••• M••••••••• L•••Registered adviserregistration: current employment
Jul 24, 2026 to presentfactForm ADV
→ P••••••• W••••• G••••• L••Registered adviserregistration: previous registration
May 27, 2026 to Jul 1, 2026factForm ADV
→ S••••••••• W•••••Registered adviserregistration: previous registration
Mar 30, 2026 to May 15, 2026factForm ADV

Dated events

Occurred
Jul 1, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 15, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dcde5c84-8327-2bb6-2e9c-befd2c7e434a
First observed: Mar 30, 2026
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.