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

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RIA / WealthAdvisorCertified Financial Planner44 years in industry

J••••• J••• D•••••

Advisor at W••• C•••••• P•••••••• L••

WAYNE, PA

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Search this name across graphsid dfx:ria:07bff089-d3ae-0f6e-cf4a-b969c9370f8f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 30, 2002 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: W••• C•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 15, 1981earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••• C•••••• P•••••••• L••	Independent wealth	Aug 2, 2023	n/a	yes	WAYNE, PA	Current employment
B••• M••• T•••• A•••••••• L••	Independent wealth	Oct 18, 2016	Jul 25, 2018	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B••• M••• T•••• A•••••••• L••	W••• C•••••• P•••••••• L••	Jul 25, 2018	Aug 2, 2023	1,834	Firm change after gap	RIA to RIA
W••• C•••••• M••••••••• I•••	B••• M••• T•••• A•••••••• L••	Mar 30, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110572:285359:PA:2017-03-30	Mar 30, 2017	Oct 18, 2016	PHILADELPHIA, PA	Firm change after gap

Relationships

Registered with (3)

→ W••• C•••••• P•••••••• L••Registered adviserregistration: current employment
Aug 2, 2023 to presentfactForm ADV
→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: previous registration
Oct 18, 2016 to Jul 25, 2018factForm ADV
→ W••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 30, 2002 to Mar 30, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:07bff089-d3ae-0f6e-cf4a-b969c9370f8f
First observed: Oct 30, 2002
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.