DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

A•••••• J••••• K••••••

Advisor at M••••• G••••• A••••••• I•••

DENVER, CO | Ada, MI

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 25, 2010 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: M••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 10, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Sep 25, 2023	n/a	yes	DENVER, CO\|Ada, MI	Current employment
H••••••••• F•••••••• A•••••••	Bd affiliated wealth	May 13, 2020	Sep 26, 2023	no	GRAND RAPIDS, MI\|Grand Rapids, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• F•••••••• A•••••••	M••••• G••••• A••••••• I•••	Sep 26, 2023	Sep 25, 2023	-1	Firm change	Ibd to RIA
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Apr 28, 2020	May 4, 2017

Relationships

Registered with (7)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Sep 25, 2023 to presentfactForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
May 13, 2020 to Sep 26, 2023factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
May 4, 2017 to Apr 28, 2020factForm ADV
→ T• A••••••••• I•••

Dated events

Occurred
Sep 26, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 25, 2010
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.