DFX Intelligence

D•••• E••• H••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

D•••• E••• H••••••••

Advisor at W•••••••• W••••• M••••••••• L••

BEREA, OH

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Search this name across graphsid dfx:ria:348a9ac7-acdf-f850-a646-d063f24295a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 8, 2016 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•••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••••• W••••• M••••••••• L••	Independent wealth	Oct 14, 2020	n/a	yes	BEREA, OH	Current employment
G•••• I••••••••• L••	State registered	Nov 19, 2020	Jun 17, 2022	no	VALLEY CITY, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• I••••••••• L••	n/a	Jun 17, 2022	n/a	n/a	Departure no registered destination	Departure
A••• W••••• M••••••••• L••	W•••••••• W••••• M••••••••• L••	Aug 17, 2020	Oct 14, 2020	58

Team moves

••• Locked

Team	Left	Joined	From	Kind
292160:310883:OH:2020-08-17	Aug 17, 2020	Oct 14, 2020	BEREA, OH	Firm change
13572:292160:OH:2019-09-13	Oct 3, 2019	Sep 11, 2019	BEREA, OH	Firm change
14869:13572:OH:2017-01-25	Feb 6, 2017	Feb 2, 2017	KIRTLAND, OH	Firm change

Relationships

Registered with (5)

→ W•••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 14, 2020 to presentfactForm ADV
→ G•••• I••••••••• L••Registered adviserregistration: previous registration
Nov 19, 2020 to Jun 17, 2022factForm ADV
→ A••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 11, 2019 to Aug 17, 2020factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

Occurred
Jun 17, 2022
A•••••• departure
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:348a9ac7-acdf-f850-a646-d063f24295a9
First observed: Mar 8, 2016
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.