J••••• T•••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

STEUBENVILLE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 19, 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 9, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jun 4, 2013	n/a	yes	STEUBENVILLE, OH	Current employment
S••••••••• B•••••••• S•••••••	State registered	Apr 13, 2011	May 23, 2013	no	CARNEGIE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• B•••••••• S•••••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	May 23, 2013	Jun 4, 2013	12	Firm change	Other
W••••• S••••• S••••••••• I•••	S••••••••• B•••••••• S•••••••	May 21, 2013	Apr 13, 2011

Relationships

Registered with (4)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 4, 2013 to presentfactForm ADV
→ S••••••••• B•••••••• S•••••••Registered adviserregistration: previous registration
Apr 13, 2011 to May 23, 2013factForm ADV
→ W••••• S••••• S••••••••• I•••Registered adviserregistration: previous registration
May 7, 2008 to May 21, 2013factForm ADV
→ N•• E•••••• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 19, 2006
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.