DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J•••• A•••••••• M••

Advisor at W•••• I••••••••• A•••••••• L••

Blue Ash, OH | Mansfield, OH

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Search this name across graphsid dfx:ria:1f3c22da-5010-d539-8542-adca599b5061

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 2, 2022 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•••• I••••••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• I••••••••• A•••••••• L••	Other adviser	Sep 2, 2026	n/a	yes	Blue Ash, OH\|Mansfield, OH	Current employment
A•• C••••••• L••	Independent wealth	Nov 22, 2023	Sep 1, 2026	no	Mt. Gilead, OH\|PHOENIX, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•• C••••••• L••	W•••• I••••••••• A•••••••• L••	Sep 1, 2026	Sep 2, 2026	1	Firm change	Other
B•• W•••••• L••	A•• C••••••• L••	Oct 18, 2023	Nov 22, 2023

Relationships

Registered with (3)

→ W•••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 2, 2026 to presentfactForm ADV
→ A•• C••••••• L••Registered adviserregistration: previous registration
Nov 22, 2023 to Sep 1, 2026factForm ADV
→ B•• W•••••• L••Registered adviserregistration: previous registration
May 2, 2022 to Oct 18, 2023factForm ADV

Dated events

Occurred
Sep 1, 2026
Advisor changed firm
J•••• A•••••••• M•• left A•• C••••••• L•• for W•••• I••••••••• A•••••••• L•• (registered 2026-09-02)
Form ADVobserved 7 days ago
Occurred
Oct 18, 2023
Advisor changed firm
J•••• A•••••••• M•• left B•• W•••••• L•• for A•• C••••••• L•• (registered 2023-11-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f3c22da-5010-d539-8542-adca599b5061
First observed: May 2, 2022
Last observed: Sep 15, 2026 7 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.