DFX Intelligence

N••••••• J• U••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

N••••••• J• U••••

Advisor at W•••••• P•••••• W•••••

BRIDGEVILLE, PA | Plymouth, MI

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Search this name across graphsid dfx:ria:45f130e7-94ed-c13a-23b0-94dff60a6fd9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 23, 2019 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: W•••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• P•••••• W•••••	Independent wealth	Feb 15, 2023	n/a	yes	Plymouth, MI\|BRIDGEVILLE, PA	Current employment
C• A••••••• S•••••••	Independent wealth	Sep 23, 2019	Feb 23, 2023	no	WILLIAMSTON, MI\|Ann Arbor, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C• A••••••• S•••••••	W•••••• P•••••• W•••••	Feb 23, 2023	Feb 15, 2023	-8	Firm change	RIA to RIA

Relationships

Registered with (2)

→ W•••••• P•••••• W•••••Registered adviserregistration: current employment
Feb 15, 2023 to presentfactForm ADV
→ C• A••••••• S•••••••Registered adviserregistration: previous registration
Sep 23, 2019 to Feb 23, 2023factForm ADV

Dated events

Occurred
Feb 23, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45f130e7-94ed-c13a-23b0-94dff60a6fd9
First observed: Sep 23, 2019
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.