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R•••••• L•• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)42 years in industry

R•••••• L•• H•••••

Advisor at C••••••••• S••••••••• C•••••• I••

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:f03b9acf-d8ca-5535-6c60-7f513e0623ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 7, 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: C••••••••• S••••••••• C•••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 23, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• S••••••••• C•••••• I••	Independent wealth	Mar 16, 2011	n/a	yes	GRAND RAPIDS, MI\|GRAND RAPIDS, MI	Current employment
J•• R•••••• I••••••••• A••••••• L••	State registered	Aug 7, 2014	May 20, 2019	no	ST. JOSEPH, MI\|Grand Rapids, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•• R•••••• I••••••••• A••••••• L••	n/a	May 20, 2019	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ C••••••••• S••••••••• C•••••• I••Registered adviserregistration: current employment
Mar 16, 2011 to presentfactForm ADV
→ J•• R•••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 7, 2014 to May 20, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f03b9acf-d8ca-5535-6c60-7f513e0623ab
First observed: Aug 7, 2014
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.