DFX Intelligence

A•••••• G••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

A•••••• G••••••••

Advisor at P••••••• A•••••••

MANSFIELD, OH | Columbus, OH

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Search this name across graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Aug 26, 2015 to Sep 15, 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: P••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 13, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• A•••••••	Independent wealth	Apr 16, 2026	n/a	yes	Columbus, OH\|MANSFIELD, OH	Current employment
J••• M••••• S••••••••• L••	Wirehouse	May 16, 2024	Apr 12, 2026	no	Columbus, OH\|Columbus, OH\|Hilliard, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	P••••••• A•••••••	Apr 12, 2026	Apr 16, 2026	4	Firm change	Wirehouse to RIA
F•••• T•••• S••••••••• I•••	J••• M••••• S••••••••• L••	Apr 22, 2024	May 16, 2024

Relationships

Registered with (6)

→ P••••••• A•••••••Registered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
May 16, 2024 to Apr 12, 2026factForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Apr 17, 2023 to Apr 22, 2024factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••

Dated events

Order

Occurred
12 Apr 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
22 Apr 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
20 Apr 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 26, 2015
Last observed: Sep 15, 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.