DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

B•••••• I•• S••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

North Canton, OH

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Search this name across graphsid dfx:ria:66c99e7f-f61f-c7fc-241d-de78173f2d0d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 8, 2020 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	May 9, 2022	n/a	yes	North Canton, OH	Current employment
E••••• J••••	National bd RIA	Jan 8, 2020	Apr 29, 2022	no	NORTH CANTON, OH\|Uniontown, OH\|ST LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Apr 29, 2022	May 9, 2022	10	Firm change	Ibd to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
250:149018:MO:2022-04-11	Apr 29, 2022	May 9, 2022	ST LOUIS, MO	Firm change

Relationships

Registered with (2)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
May 9, 2022 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 8, 2020 to Apr 29, 2022factForm ADV

Dated events

Occurred
Apr 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66c99e7f-f61f-c7fc-241d-de78173f2d0d
First observed: Jan 8, 2020
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.