DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

A••• K••••••• G•••••

Advisor at R•••••• W•••••

GRAND RAPIDS, MI | LANSING, MI

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Search this name across graphsid dfx:ria:f1c58f2a-f890-8ecc-efe4-48ae61c2d1ea

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 18, 2011 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: Jul 13, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• W•••••	Independent wealth	Oct 2, 2013	n/a	yes	GRAND RAPIDS, MI\|LANSING, MI	Current employment
H•••• F•••••••• S•••••••• I•••	Independent wealth	Jul 18, 2011	Sep 5, 2013	no	OKEMOS, MI\|GRANDVILLE, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••• F•••••••• S•••••••• I•••	R•••••• W•••••	Sep 5, 2013	Oct 2, 2013	27	Firm change	Other

Relationships

Registered with (2)

→ R•••••• W•••••Registered adviserregistration: current employment
Oct 2, 2013 to presentfactForm ADV
→ H•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 18, 2011 to Sep 5, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f1c58f2a-f890-8ecc-efe4-48ae61c2d1ea
First observed: Jul 18, 2011
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.