DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner42 years in industry

J•••• H••••• W••••

Advisor at W•••• F•••••••• G••••• L••

NEWTON SQUARE, PA | RICHMOND, VA

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Search this name across graphsid dfx:ria:1732adaa-f211-3e72-c465-890b28354936

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 20, 1990 to Sep 15, 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•••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 13, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom 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
W•••• F•••••••• G••••• L••	Independent wealth	Feb 25, 2025	n/a	yes	RICHMOND, VA\|NEWTON SQUARE, PA\|RICHMOND, VA	Current employment
W•••• F•••••••• G••••	Former SEC adviser	Jun 20, 1990	Mar 5, 2025	no	RICHMOND, VA\|RICHMOND, VA\|NEWTON SQUARE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••••••• G••••	W•••• F•••••••• G••••• L••	Mar 5, 2025	Feb 25, 2025	-8	Channel change	RIA to RIA

Relationships

Registered with (2)

→ W•••• F•••••••• G••••• L••Registered adviserregistration: current employment
Feb 25, 2025 to presentfactForm ADV
→ W•••• F•••••••• G••••Registered adviserregistration: previous registration
Jun 20, 1990 to Mar 5, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1732adaa-f211-3e72-c465-890b28354936
First observed: Jun 20, 1990
Last observed: Sep 15, 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.