DFX Intelligence

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

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RIA / WealthAdvisor45 years in industry

W•••••• E••• J••••••

Advisor at I••••• W••••• M••••••••• L••

ERIE, PA

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Search this name across graphsid dfx:ria:0c555c61-fcd6-d29e-172a-05fc35cbe9e0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 14, 2010 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: I••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 31, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••• W••••• M••••••••• L••	State registered	Nov 14, 2018	n/a	yes	ERIE, PA	Current employment
E•••••••• A•••••••• L••	National bd RIA	Sep 14, 2010	Nov 20, 2018	no	ERIE, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	I••••• W••••• M••••••••• L••	Nov 20, 2018	Nov 14, 2018	-6	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ I••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 14, 2018 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 14, 2010 to Nov 20, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c555c61-fcd6-d29e-172a-05fc35cbe9e0
First observed: Sep 14, 2010
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.