DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner29 years in industry

J••••••• A•• C••••••

Advisor at R•••• W••••• A••••••• L••

CAMP HILL, PA

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Search this name across graphsid dfx:ria:3c3f41d2-85a2-5278-8473-f4b4c02b6dfb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 19, 2005 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: R•••• W••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 21, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• W••••• A••••••• L••	Independent wealth	Jun 9, 2016	n/a	yes	CAMP HILL, PA	Current employment
F•• A••••••• I••	Former SEC adviser	Apr 19, 2005	Dec 28, 2015	no	HARRISBURG, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•• A••••••• I••	R•••• W••••• A••••••• L••	Dec 28, 2015	Jun 9, 2016	164	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
107529:173767:PA:2015-12-28	Dec 28, 2015	Jun 9, 2016	HARRISBURG, PA	Firm change

Relationships

Registered with (2)

→ R•••• W••••• A••••••• L••Registered adviserregistration: current employment
Jun 9, 2016 to presentfactForm ADV
→ F•• A••••••• I••Registered adviserregistration: previous registration
Apr 19, 2005 to Dec 28, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c3f41d2-85a2-5278-8473-f4b4c02b6dfb
First observed: Apr 19, 2005
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.