DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

E••• D••• S•••••

Advisor at N•• H•••••• W••••• M••••••••• L••

CANTON, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 14, 2019 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: N•• H•••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•• H•••••• W••••• M••••••••• L••	State registered	Jul 31, 2026	n/a	yes	CANTON, OH	Current employment
P••••••••• B•••••••• S•••••••• I•••	Independent wealth	Sep 29, 2025	Jul 30, 2026	no	GREEN BAY, WI\|CANTON, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• B•••••••• S•••••••• I•••	N•• H•••••• W••••• M••••••••• L••	Jul 30, 2026	Jul 31, 2026	1	Firm change	RIA to state RIA
S•••• F••• I••••••••• M••••••••• C••••	P••••••••• B•••••••• S•••••••• I•••	Aug 5, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
37031:342187:OH:2026-07-30	Jul 30, 2026	Jul 31, 2026	CANTON, OH	Firm change

Relationships

Registered with (3)

→ N•• H•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 31, 2026 to presentfactForm ADV
→ P••••••••• B•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 29, 2025 to Jul 30, 2026factForm ADV
→ S•••• F••• I••••••••• M••••••••• C••••Registered adviserregistration: previous registration
Jan 14, 2019 to Aug 5, 2025factForm ADV

Dated events

Order

Occurred
30 Jul 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
5 Aug 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 14, 2019
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.