DFX Intelligence

J•••• D••••• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor41 years in industry

J•••• D••••• A•••••

Advisor at W•••• I••••••••• A•••••••• L••

Nashua, NH

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Search this name across graphsid dfx:ria:69eeb7c3-1ecf-38fa-e92b-d85d15a21f5c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 20, 2000 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•••• I••••••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Aug 29, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• I••••••••• A•••••••• L••	Other adviser	Sep 15, 2025	n/a	yes	Nashua, NH	Current employment
T•• W••••• M•••••••••	Former SEC adviser	Nov 7, 2018	Oct 21, 2025	no	Nashua, NH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• W••••• M•••••••••	W•••• I••••••••• A•••••••• L••	Oct 21, 2025	Sep 15, 2025	-36	Firm change after gap	Other
W•••• F•••• A•••••••	T•• W••••• M•••••••••	Nov 6, 2018	Nov 7, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
299174:208512:NH:2025-10-21	Oct 21, 2025	Sep 15, 2025	NASHUA, NH	Firm change after gap
11025:299174:NH:2018-11-06	Nov 6, 2018	Nov 7, 2018	NASHUA, NH	Firm change

Relationships

Registered with (4)

→ W•••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 15, 2025 to presentfactForm ADV
→ T•• W••••• M•••••••••Registered adviserregistration: previous registration
Nov 7, 2018 to Oct 21, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 11, 2005 to Nov 6, 2018factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Oct 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69eeb7c3-1ecf-38fa-e92b-d85d15a21f5c
First observed: Mar 20, 2000
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.