DFX Intelligence

A••••• N••••• E••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

A••••• N••••• E••••

Advisor at F•••• P••••••• W•••••• L••

Hilliard, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Jul 27, 2006 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Jun 2, 2026	n/a	yes	Hilliard, OH	Current employment
P••••••• A•••••••	Independent wealth	Nov 12, 2024	Mar 25, 2026	no	MANSFIELD, OH\|Columbus, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• A•••••••	F•••• P••••••• W•••••• L••	Mar 25, 2026	Jun 2, 2026	69	Firm change	RIA to RIA
M••••••	P••••••• A•••••••	Oct 24, 2024	Nov 12, 2024

Relationships

Registered with (6)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jun 2, 2026 to presentfactForm ADV
→ P••••••• A•••••••Registered adviserregistration: previous registration
Nov 12, 2024 to Mar 25, 2026factForm ADV
→ M••••••Registered adviserregistration: previous registration
Jul 12, 2024 to Oct 24, 2024factForm ADV
→ J•• F•••••••• G•••• L••

Dated events

Order

Occurred
25 Mar 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
24 Oct 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
3 Jul 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
20 Jan 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 27, 2006
Last observed: Sep 14, 2026 10 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.