DFX Intelligence

D•••• J••••• W••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

D•••• J••••• W••••••

Advisor at A•••• A•••• M•••••••••

WAYNE, PA

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Search this name across graphsid dfx:ria:4c8c64be-0612-d744-6364-7774593a56fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2009 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: A•••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 19, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• A•••• M•••••••••	Independent wealth	Feb 26, 2014	n/a	yes	WAYNE, PA	Current employment
W•••• F•••• A•••••••	Wirehouse	Mar 27, 2009	Apr 16, 2013	no	RADNOR, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A•••• A•••• M•••••••••	Apr 16, 2013	Feb 26, 2014	316	Firm change	Other

Relationships

Registered with (2)

→ A•••• A•••• M•••••••••Registered adviserregistration: current employment
Feb 26, 2014 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 27, 2009 to Apr 16, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c8c64be-0612-d744-6364-7774593a56fe
First observed: Mar 27, 2009
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.