DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

B•••••• J•••• F•••••••

Advisor at B•••• F••••• P•••••• W••••• M•••••••••

CANTON, OH

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Search this name across graphsid dfx:ria:72eeec61-f22e-5530-f1f2-2ece8b943e4d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 29, 2016 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: B•••• F••••• P•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 2, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
B•••• F••••• P•••••• W••••• M•••••••••	Independent wealth	Jul 2, 2025	n/a	yes	CANTON, OH	Current employment
M••••••• C•••••• M••••••••• G••••• I•••	Former SEC adviser	Mar 3, 2021	Jun 30, 2025	no	UNIONTOWN, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• C•••••• M••••••••• G••••• I•••	B•••• F••••• P•••••• W••••• M•••••••••	Jun 30, 2025	Jul 2, 2025	2	Firm change	RIA to RIA
H••••••••• F•••••••• A•••••••	M••••••• C•••••• M••••••••• G••••• I•••	Mar 3, 2021	Mar 3, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
136583:109882:OH:2025-06-30	Jun 30, 2025	Jul 2, 2025	UNIONTOWN, OH	Firm change

Relationships

Registered with (4)

→ B•••• F••••• P•••••• W••••• M•••••••••Registered adviserregistration: current employment
Jul 2, 2025 to presentfactForm ADV
→ M••••••• C•••••• M••••••••• G••••• I•••Registered adviserregistration: previous registration
Mar 3, 2021 to Jun 30, 2025factForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jul 30, 2020 to Mar 3, 2021factForm ADV
→ C••••••• S••••••••• I•••

Dated events

Occurred
Jun 30, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:72eeec61-f22e-5530-f1f2-2ece8b943e4d
First observed: Jun 29, 2016
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.