DFX Intelligence

S•••• D••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

S•••• D••• H••••

Advisor at F••••• W••• R•• L••

COLUMBUS, OH

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Search this name across graphsid dfx:ria:48b4ddd6-d005-6ef5-5985-38d985bae205

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2017 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••••• W••• R•• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• W••• R•• L••	Independent wealth	Jun 30, 2022	n/a	yes	COLUMBUS, OH	Current employment
G••••• R•••••• R••••••••• L••	Independent wealth	Jul 19, 2019	Jun 21, 2022	no	DUBLIN, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• R•••••• R••••••••• L••	F••••• W••• R•• L••	Jun 21, 2022	Jun 30, 2022	9	Firm change	RIA to RIA
A• W••••• M••••••••• L••	G••••• R•••••• R••••••••• L••	May 7, 2019	Jul 19, 2019

Relationships

Registered with (3)

→ F••••• W••• R•• L••Registered adviserregistration: current employment
Jun 30, 2022 to presentfactForm ADV
→ G••••• R•••••• R••••••••• L••Registered adviserregistration: previous registration
Jul 19, 2019 to Jun 21, 2022factForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 12, 2017 to May 7, 2019factForm ADV

Dated events

Occurred
Jun 21, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48b4ddd6-d005-6ef5-5985-38d985bae205
First observed: Jan 12, 2017
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.