DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E•••• H•••• W•••••

S••••••••• W••••• M•••••••••independent RIAGrand Rapids, Mi IA-onlyIAPD 6910296

Certified Financial Planner

Feed of 09/14/2026

Also filed as Emily Helen Joles

At current firm

1 y

since Jul 23, 2025

In the industry

11 y

since Feb 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••••••••• W••••• M••••••••• independent RIA current
since Sep 1, 2026 · Grand Rapids, Mi
L••• P••••••• • C••••••••• state registered current
since Jul 23, 2025 · Avoca, Mi
M••••• P••••••• A•• A••••••• unclassified
Apr 2, 2021 to Oct 31, 2022 · Grand Rapids, Mi
S••••••••• W••••• M••••••••• independent RIA
Jun 8, 2019 to Oct 31, 2022 · Grand Rapids, Mi
M••••• S•••••• wirehouse
May 24, 2018 to Jun 4, 2019 · Grand Rapids, Mi

Moves

a registration end followed by a registration begin elsewhere

S••••••••• W••••• M••••••••• to M••••• P••••••• A•• A•••••••
left Oct 31, 2022, registered Apr 2, 2021 (-577 days) · Other
M••••• P••••••• A•• A••••••• to L••• P••••••• • C•••••••••
left Oct 31, 2022, registered Jul 23, 2025 (996 days) · Other
M••••• S•••••• to S••••••••• W••••• M•••••••••
left Jun 4, 2019, registered Jun 8, 2019 (4 days) · Other

Signals

E•••• H•••• W••••• left M••••• P••••••• A•• A••••••• for L••• P••••••• • C••••••••• (registered 2025-07-23)
Oct 31, 2022 · Advisor changed firm · fact
E•••• H•••• W••••• left S••••••••• W••••• M••••••••• for M••••• P••••••• A•• A••••••• (registered 2021-04-02)
Oct 31, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address