DFX Intelligence

P•••••• E••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

P•••••• E••••• B•••••

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

PERRYSBURG, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 11, 2002 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: B••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 26, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• W••••• M••••••••• L••	State registered	Jun 22, 2009	n/a	yes	PERRYSBURG, OH	Current employment
M•• W••••• A•••••••	Independent wealth	Apr 26, 2010	Jul 1, 2011	no	n/a

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• W••••• A•••••••	n/a	Jul 1, 2011	n/a	n/a	Departure no registered destination	Departure
M•• W••••• A•••••••	B••••• W••••• M••••••••• L••	Jun 22, 2009	Jun 22, 2009	0

Relationships

Registered with (3)

→ B••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 22, 2009 to presentfactForm ADV
→ M•• W••••• A•••••••Registered adviserregistration: previous registration
Apr 26, 2010 to Jul 1, 2011factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Oct 11, 2002 to Dec 10, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 11, 2002
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.