DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

J••••••• F•••• M•••••••

Advisor at M••••••• W••••• • T•• A•••••••

SPRINGBORO, OH

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Search this name across graphsid dfx:ria:20e5edbe-a3cd-9280-494e-527767ed3799

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2003 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: M••••••• W••••• • T•• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 29, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• W••••• • T•• A•••••••	Independent wealth	Jul 18, 2005	n/a	yes	SPRINGBORO, OH	Current employment
E•• F•••••••• A•••••••	Independent wealth	Mar 21, 2003	Aug 5, 2005	no	SPRINGBORO, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• F•••••••• A•••••••	M••••••• W••••• • T•• A•••••••	Aug 5, 2005	Jul 18, 2005	-18	Firm change	Other
E•••••••• A•••••••• L••	E•• F•••••••• A•••••••	Mar 18, 2003	Mar 21, 2003

Relationships

Registered with (3)

→ M••••••• W••••• • T•• A•••••••Registered adviserregistration: current employment
Jul 18, 2005 to presentfactForm ADV
→ E•• F•••••••• A•••••••Registered adviserregistration: previous registration
Mar 21, 2003 to Aug 5, 2005factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 24, 2003 to Mar 18, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20e5edbe-a3cd-9280-494e-527767ed3799
First observed: Jan 24, 2003
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.