DFX Intelligence

B••• J•••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor14 years in industry

B••• J•••• S•••••••

Advisor at W•••••••• W••••• M••••••••• L••

BEREA, OH

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2018 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: W•••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••••• W••••• M••••••••• L••	Independent wealth	Nov 27, 2020	n/a	yes	BEREA, OH	Current employment
S••	Bd affiliated wealth	Jun 20, 2019	Nov 30, 2020	no	ANN ARBOR, MI\|New Albany, OH\|Utica, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••	W•••••••• W••••• M••••••••• L••	Nov 30, 2020	Nov 27, 2020	-3	Firm change	Ibd to RIA
M•• I•••••••• S•••••••• L••	S••	May 16, 2019	Jun 20, 2019

Relationships

Registered with (3)

→ W•••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 27, 2020 to presentfactForm ADV
→ S••Registered adviserregistration: previous registration
Jun 20, 2019 to Nov 30, 2020factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 24, 2018 to May 16, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 24, 2018
Last observed: Sep 14, 2026 10 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.