DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

A•••••• C••••••••• K•••

Advisor at J•••••• I••••••••• C••••••• I•••

CINCINNATI, OH | Independence, OH

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Search this name across graphsid dfx:ria:7806ecea-5316-b637-f320-879974010fc5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 7, 2006 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: J•••••• I••••••••• C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• I••••••••• C••••••• I•••	Independent wealth	Apr 12, 2018	n/a	yes	CINCINNATI, OH\|Independence, OH	Current employment
J•••••• I••••••••• C••••••• I•••	Independent wealth	Jul 19, 2017	Apr 12, 2018	no	CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••• W••••• P•••••••	J•••••• I••••••••• C••••••• I•••	Apr 19, 2018	Jul 19, 2017	-274	Firm change after gap	Other
K•••••• C•••••• M•••••• I•••	M•••• W••••• P•••••••	Feb 22, 2007	Apr 1, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
167313:117054:OH:2018-04-19	Apr 19, 2018	Jul 19, 2017	BRECKSVILLE, OH	Firm change after gap

Relationships

Registered with (3)

→ J•••••• I••••••••• C••••••• I•••Registered adviserregistration: previous registration
Jul 19, 2017 to Apr 12, 2018factForm ADV
→ M•••• W••••• P•••••••Registered adviserregistration: previous registration
Apr 1, 2013 to Apr 19, 2018factForm ADV
→ K•••••• C•••••• M•••••• I•••Registered adviserregistration: previous registration
Dec 7, 2006 to Feb 22, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7806ecea-5316-b637-f320-879974010fc5
First observed: Dec 7, 2006
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.