DFX Intelligence

T••••• P•••••• L•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst34 years in industry

T••••• P•••••• L•••

Advisor at A•••••• C•••••• M••••••••• L••

ZANESVILLE, OH

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Search this name across graphsid dfx:ria:60e86b36-48f8-3c2d-fe2f-7eb866df2e50

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 9, 1999 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•••••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 9, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• C•••••• M••••••••• L••	State registered	Apr 12, 2007	n/a	yes	ZANESVILLE, OH	Current employment
H•••••• • C•• I•••	Independent wealth	Aug 9, 1999	May 31, 2007	no	ZANESVILLE, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• • C•• I•••	A•••••• C•••••• M••••••••• L••	May 31, 2007	Apr 12, 2007	-49	Firm change after gap	Other

Relationships

Registered with (2)

→ A•••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 12, 2007 to presentfactForm ADV
→ H•••••• • C•• I•••Registered adviserregistration: previous registration
Aug 9, 1999 to May 31, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60e86b36-48f8-3c2d-fe2f-7eb866df2e50
First observed: Aug 9, 1999
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.