DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

G••••••• J••••• C•••

Advisor at A••••• W••••• M•••••••••

WOOSTER, OH

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Search this name across graphsid dfx:ria:5c5620c9-8c33-5d82-f1c4-cac68985e2a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2023 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••••• W••••• M•••••••••
Current firm class: state registeredderived
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: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W••••• M•••••••••	State registered	Jan 27, 2025	n/a	yes	WOOSTER, OH	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Mar 29, 2023	Feb 14, 2025	no	Wooster, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	A••••• W••••• M•••••••••	Feb 14, 2025	Jan 27, 2025	-18	Firm change	RIA to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
282580:334251:OH:2025-02-14	Feb 14, 2025	Jan 27, 2025	WOOSTER, OH	Firm change

Relationships

Registered with (2)

→ A••••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 27, 2025 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 29, 2023 to Feb 14, 2025factForm ADV

Dated events

Occurred
Feb 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c5620c9-8c33-5d82-f1c4-cac68985e2a9
First observed: Mar 29, 2023
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.