DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

A•••• J•••• R•••••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

South Haven, MI

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Search this name across graphsid dfx:ria:e656264c-d881-8e47-179a-d5a5b7902646

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 22, 2010 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 21, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom 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
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Feb 13, 2024	n/a	yes	South Haven, MI	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Mar 25, 2021	Feb 24, 2022	no	Fenton, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Feb 24, 2022	Feb 13, 2024	719	Firm change after gap	Ibd to ibd
A••••• A•• P••••••• S•••••••	M•• I•••••••• S•••••••• L••	Apr 9, 2019	Mar 25, 2021

Relationships

Registered with (3)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 22, 2010 to Jul 27, 2017factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2021 to Feb 24, 2022factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Nov 7, 2018 to Apr 9, 2019factForm ADV

Dated events

Occurred
Feb 24, 2022
Advisor changed firm
A•••• J•••• R••••••• left M•• I•••••••• S•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2024-02-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e656264c-d881-8e47-179a-d5a5b7902646
First observed: Dec 22, 2010
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.