DFX Intelligence

A•••••••• B•••• D•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

A•••••••• B•••• D•••

Advisor at A•••••• W••••• M•••••••••

CLEVELAND, OH

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 29, 2018 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: A•••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• W••••• M•••••••••	State registered	Oct 27, 2020	n/a	yes	CLEVELAND, OH	Current employment
K•••••• B••••••• F•••••••• S•••••••• L•••	Independent wealth	Apr 21, 2020	Sep 10, 2021	no	AKRON, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•••••• B••••••• F•••••••• S•••••••• L•••	A•••••• W••••• M•••••••••	Sep 10, 2021	Oct 27, 2020	-318	Firm change after gap	RIA to state RIA
A•••••• W••••• M•••••••••	K•••••• B••••••• F•••••••• S•••••••• L•••	Jul 31, 2020

Relationships

Registered with (2)

→ A•••••• W••••• M•••••••••Registered adviserregistration: previous registration
May 29, 2018 to Jul 31, 2020factForm ADV
→ K•••••• B••••••• F•••••••• S•••••••• L•••Registered adviserregistration: previous registration
Apr 21, 2020 to Sep 10, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 29, 2018
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.