DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

A•••• J••••• A•••••••••

Advisor at A••••• W•••••

WEST HARTFORD, CT | Bellevue, WA

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Search this name across graphsid dfx:ria:01657c3f-fbdd-e08e-a07a-40a370642a08

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 24, 2024 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: A••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W•••••	Independent wealth	Jan 14, 2025	n/a	yes	Bellevue, WA\|WEST HARTFORD, CT	Current employment
B••• W•••• W•••••	Independent wealth	May 24, 2024	Dec 31, 2024	no	Seattle, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• W•••• W•••••	A••••• W•••••	Dec 31, 2024	Jan 14, 2025	14	Firm change	RIA to RIA

Relationships

Registered with (2)

→ A••••• W•••••Registered adviserregistration: current employment
Jan 14, 2025 to presentfactForm ADV
→ B••• W•••• W•••••Registered adviserregistration: previous registration
May 24, 2024 to Dec 31, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01657c3f-fbdd-e08e-a07a-40a370642a08
First observed: May 24, 2024
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.