DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

J•••• K•••• P•••••

Advisor at 2•• W••••• M••••••••• G••••• L••

LOVELAND, OH

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Search this name across graphsid dfx:ria:08a4eb5d-69ec-a21c-19fa-0a1a9e1cbbc5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 19, 2013 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: 2•• W••••• M••••••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 30, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
2•• W••••• M••••••••• G••••• L••	State registered	Jan 14, 2026	n/a	yes	LOVELAND, OH	Current employment
3•• W••••• M••••••••• G••••	Independent wealth	May 20, 2024	Dec 31, 2025	no	MASON, OH\|Loveland, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
3•• W••••• M••••••••• G••••	2•• W••••• M••••••••• G••••• L••	Dec 31, 2025	Jan 14, 2026	14	Firm change	RIA to state RIA
W•••• F•••• A•••••••	3•• W••••• M••••••••• G••••	Jun 15, 2021	May 19, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:314674:OH:2021-06-15	Jun 15, 2021	May 19, 2021	MASON, OH	Firm change

Relationships

Registered with (4)

→ 2•• W••••• M••••••••• G••••• L••Registered adviserregistration: current employment
Jan 14, 2026 to presentfactForm ADV
→ 3•• W••••• M••••••••• G••••Registered adviserregistration: previous registration
May 20, 2024 to Dec 31, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 24, 2016 to Jun 15, 2021factForm ADV
→ M••••• S••••••

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08a4eb5d-69ec-a21c-19fa-0a1a9e1cbbc5
First observed: Jun 19, 2013
Last observed: Sep 14, 2026 9 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.