DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

F•••••••• J••••• K••••••••

Advisor at W•••••••• W••••• M••••••••• L••

BEREA, OH

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Search this name across graphsid dfx:ria:7b2b7274-5f71-8979-fddf-71620235f6a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 30, 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: W•••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••••• W••••• M••••••••• L••	Independent wealth	Oct 14, 2020	n/a	yes	BEREA, OH	Current employment
A••• W••••• M••••••••• L••	State registered	Mar 30, 2020	Aug 18, 2020	no	Berea, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••• W••••• M••••••••• L••	W•••••••• W••••• M••••••••• L••	Aug 18, 2020	Oct 14, 2020	57	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
292160:310883:OH:2020-08-17	Aug 18, 2020	Oct 14, 2020	BEREA, OH	Firm change

Relationships

Registered with (2)

→ W•••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 14, 2020 to presentfactForm ADV
→ A••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 30, 2020 to Aug 18, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b2b7274-5f71-8979-fddf-71620235f6a7
First observed: Mar 30, 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.