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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

C••••••••• O••• O••••••

Advisor at W••••• F•••••••• P••••••• G••••• I•••

COLUMBUS, OH

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Search this name across graphsid dfx:ria:77b27f90-9715-5c8b-d450-25d276037c0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 21, 2008 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••••• F•••••••• P••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 21, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• F•••••••• P••••••• G••••• I•••	Independent wealth	Jan 30, 2012	n/a	yes	COLUMBUS, OH	Current employment
W••••• F•••••••• P••••••• G•••• I••	n/a	Apr 21, 2008	Apr 16, 2012	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• F•••••••• P••••••• G•••• I••	W••••• F•••••••• P••••••• G••••• I•••	Apr 16, 2012	Jan 30, 2012	-77	Firm change after gap	Other

Relationships

Registered with (2)

→ W••••• F•••••••• P••••••• G••••• I•••Registered adviserregistration: current employment
Jan 30, 2012 to presentfactForm ADV
→ W••••• F•••••••• P••••••• G•••• I••Registered adviserregistration: previous registration
Apr 21, 2008 to Apr 16, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77b27f90-9715-5c8b-d450-25d276037c0c
First observed: Apr 21, 2008
Last observed: Sep 14, 2026 8 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.