DFX Intelligence

R••• T•••••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst20 years in industry

R••• T•••••• G•••••

Advisor at W••••••• • H•••• I•••

ASHLAND, OH

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Search this name across graphsid dfx:ria:2015d3b1-f8d3-7328-8ef5-8e39a3401868

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2006 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••••••• • H•••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 15, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• • H•••• I•••	Independent wealth	Nov 6, 2019	n/a	yes	ASHLAND, OH	Current employment
V•••••• A•••••••• I•••	Bd affiliated wealth	Sep 23, 2016	Nov 1, 2019	no	AKRON, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• A•••••••• I•••	W••••••• • H•••• I•••	Nov 1, 2019	Nov 6, 2019	5	Firm change	Ibd to RIA
W••••••• • H•••• I•••	V•••••• A•••••••• I•••	Sep 16, 2016	Sep 23, 2016

Relationships

Registered with (2)

→ W••••••• • H•••• I•••Registered adviserregistration: previous registration
Sep 19, 2006 to Sep 16, 2016factForm ADV
→ V•••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 23, 2016 to Nov 1, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2015d3b1-f8d3-7328-8ef5-8e39a3401868
First observed: Sep 19, 2006
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.