DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

T••• T••••• H•••••••••

Advisor at R••••••• A•••• M••••••••• L••

DAVISON, MI

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Search this name across graphsid dfx:ria:f77f6c42-0b76-d995-8aa3-429df49a81cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2019 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: R••••••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••• A•••• M••••••••• L••	State registered	Apr 2, 2026	n/a	yes	DAVISON, MI	Current employment
G••••••• A•••••••• L••	Independent wealth	Apr 5, 2019	Aug 3, 2026	no	Davison, MI\|ARDEN HILLS, MN\|Davison, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• A•••••••• L••	R••••••• A•••• M••••••••• L••	Aug 3, 2026	Apr 2, 2026	-123	Firm change after gap	RIA to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
152665:340818:MI:2026-08-03	Aug 3, 2026	Apr 2, 2026	DAVISON, MI	Firm change after gap

Relationships

Registered with (2)

→ R••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Apr 2, 2026 to presentfactForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 5, 2019 to Aug 3, 2026factForm ADV

Dated events

Occurred
Aug 3, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f77f6c42-0b76-d995-8aa3-429df49a81cd
First observed: Apr 5, 2019
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.