DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

D••••• J••• K•••••

Advisor at R•••••• W•••••

GRAND RAPIDS, MI | LANSING, MI

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Search this name across graphsid dfx:ria:efc6a8b0-ddc0-1160-1957-baa8b82386e6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 15, 2004 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: R•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 24, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• W•••••	Independent wealth	May 26, 2010	n/a	yes	GRAND RAPIDS, MI\|LANSING, MI	Current employment
S•••••• P•••••• A••••••• L••	Former SEC adviser	Oct 24, 2005	Oct 9, 2007	no	GRAND RAPIDS, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• P•••••• A••••••• L••	R•••••• W•••••	Oct 9, 2007	May 26, 2010	960	Firm change after gap	Other
D••••••• I••••••••• A••••••• L••	S•••••• P•••••• A••••••• L••	Dec 31, 2004	Oct 24, 2005

Relationships

Registered with (3)

→ R•••••• W•••••Registered adviserregistration: current employment
May 26, 2010 to presentfactForm ADV
→ S•••••• P•••••• A••••••• L••Registered adviserregistration: previous registration
Oct 24, 2005 to Oct 9, 2007factForm ADV
→ D••••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 15, 2004 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efc6a8b0-ddc0-1160-1957-baa8b82386e6
First observed: Jun 15, 2004
Last observed: Sep 15, 2026 7 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.