DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

B•••••• J••• L•••••

Advisor at W•••••• F•••••••• A••••••• G•••• L••

Harleysville, PA | PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:34faf80d-e050-5a02-d4a2-91aef3163f81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 25, 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•••••• F•••••••• A••••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• F•••••••• A••••••• G•••• L••	Independent wealth	Jan 13, 2022	n/a	yes	PHILADELPHIA, PA\|Harleysville, PA	Current employment
A•••• P••••••• S••••••• L•••	Former SEC adviser	Mar 25, 2016	Dec 31, 2021	no	HARLEYSVILLE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• P••••••• S••••••• L•••	W•••••• F•••••••• A••••••• G•••• L••	Dec 31, 2021	Jan 13, 2022	13	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
105727:105989:PA:2021-12-31	Dec 31, 2021	Jan 13, 2022	HARLEYSVILLE, PA	Firm change

Relationships

Registered with (2)

→ W•••••• F•••••••• A••••••• G•••• L••Registered adviserregistration: current employment
Jan 13, 2022 to presentfactForm ADV
→ A•••• P••••••• S••••••• L•••Registered adviserregistration: previous registration
Mar 25, 2016 to Dec 31, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34faf80d-e050-5a02-d4a2-91aef3163f81
First observed: Mar 25, 2016
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.