DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

J•••••• D•••• P••••••

Advisor at W••• M••••••• A•••••••

HOLLAND, MI

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Search this name across graphsid dfx:ria:e6fd6045-21cf-d5f7-81a3-a084a247e78b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 8, 2014 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: W••• M••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••• M••••••• A•••••••	Independent wealth	Oct 4, 2023	n/a	yes	HOLLAND, MI	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Oct 8, 2014	Oct 16, 2023	no	Holland, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	W••• M••••••• A•••••••	Oct 16, 2023	Oct 4, 2023	-12	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ W••• M••••••• A•••••••Registered adviserregistration: current employment
Oct 4, 2023 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Oct 8, 2014 to Oct 16, 2023factForm ADV

Dated events

Occurred
Oct 16, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6fd6045-21cf-d5f7-81a3-a084a247e78b
First observed: Oct 8, 2014
Last observed: Sep 14, 2026 9 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.