DFX Intelligence

T•••••• J•••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

T•••••• J•••• P••••••

Advisor at R•••• W••••• M••••••••• L••

MEDINA, OH

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Search this name across graphsid dfx:ria:452472c4-ab9b-cb1a-3990-e34d2a9b27f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 19, 2012 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••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• W••••• M••••••••• L••	State registered	May 4, 2020	n/a	yes	MEDINA, OH	Current employment
A•••• P•••• A•••••••	Former SEC adviser	Jan 20, 2016	Jun 1, 2020	no	INDEPENDENCE, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• P•••• A•••••••	R•••• W••••• M••••••••• L••	Jun 1, 2020	May 4, 2020	-28	Firm change	Ibd to state RIA
J• I••••••••• G••••• I•••	A•••• P•••• A•••••••	Jun 30, 2016	Jan 20, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
165127:309167:OH:2020-06-01	Jun 1, 2020	May 4, 2020	INDEPENDENCE, OH	Firm change
156406:165127:OH:2016-06-30	Jun 30, 2016	Jan 20, 2016	INDEPENDENCE, OH	Firm change after gap

Relationships

Registered with (3)

→ R•••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 4, 2020 to presentfactForm ADV
→ A•••• P•••• A•••••••Registered adviserregistration: previous registration
Jan 20, 2016 to Jun 1, 2020factForm ADV
→ J• I••••••••• G••••• I•••Registered adviserregistration: previous registration
Jul 19, 2012 to Jun 30, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:452472c4-ab9b-cb1a-3990-e34d2a9b27f0
First observed: Jul 19, 2012
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.