DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

J••••• J•••• R••••••

Advisor at N•••••• W••••• M•••••••••

Stevens Point, WI | GREEN BAY, WI

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Search this name across graphsid dfx:ria:23c40936-cf5b-fae2-fcc7-976a911c5505

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 10, 2013 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: N•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 7, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••• W••••• M•••••••••	Independent wealth	Jun 1, 2021	n/a	yes	Stevens Point, WI\|GREEN BAY, WI	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jun 10, 2013	Feb 11, 2016	no	STEVENS POINT, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	N•••••• W••••• M•••••••••	Feb 11, 2016	Jun 1, 2021	1,937	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ N•••••• W••••• M•••••••••Registered adviserregistration: current employment
Jun 1, 2021 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 10, 2013 to Feb 11, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:23c40936-cf5b-fae2-fcc7-976a911c5505
First observed: Jun 10, 2013
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.