C••• O••

Advisor at R•• W••••• M•••••••••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4f7b96e1-8856-5b21-4c97-ca86ad935d70

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2015 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•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 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
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•• W••••• M•••••••••	Independent wealth	Apr 8, 2025	n/a	yes	NEW PHILADELPHIA, OH	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Sep 21, 2023	n/a	yes	MILLERSBURG, OH\|Wooster, OH	Current employment

Relationships

Registered with (2)

→ R•• W••••• M•••••••••Registered adviserregistration: current employment
Apr 8, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
Sep 21, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f7b96e1-8856-5b21-4c97-ca86ad935d70
First observed: Sep 1, 2015
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.