J•••• E• B•••••

Advisor at C•••• C••••••

TOLEDO, OH

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Search this name across graphsid dfx:ria:45ff96e5-e620-e37b-59c6-2c921a349bce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 23, 2013 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•••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• C••••••	Independent wealth	Aug 7, 2019	n/a	yes	TOLEDO, OH	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Aug 23, 2013	Aug 2, 2019	no	TOLEDO, OH\|Toledo, OH\|TOLEDO, OH\|Toledo, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	C•••• C••••••	Aug 2, 2019	Aug 7, 2019	5	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ C•••• C••••••Registered adviserregistration: current employment
Aug 7, 2019 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 23, 2013 to Aug 2, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45ff96e5-e620-e37b-59c6-2c921a349bce
First observed: Aug 23, 2013
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.