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A•• L•••• W••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

A•• L•••• W••••

Advisor at J•••••• W••••• M•••••••••

CLEVELAND, OH

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Search this name across graphsid dfx:ria:7cf54e16-156b-6b7b-15f8-0335dd836a75

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 1, 2004 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•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 8, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• W••••• M•••••••••	Independent wealth	Mar 17, 2022	n/a	yes	CLEVELAND, OH	Current employment
S••••• T••• F•••••••• P••••••• L••	Independent wealth	Jan 3, 2022	Mar 9, 2022	no	COPLEY, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• T••• F•••••••• P••••••• L••	J•••••• W••••• M•••••••••	Mar 9, 2022	Mar 17, 2022	8	Firm change	Other
S•••••• F•••••••• G••••• L•••••	S••••• T••• F•••••••• P••••••• L••	Dec 18, 2015	Jan 3, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:117756:OH:2015-01-06	Jan 6, 2015	Jan 28, 2015	AKRON, OH	Firm change

Relationships

Registered with (6)

→ J•••••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 17, 2022 to presentfactForm ADV
→ S••••• T••• F•••••••• P••••••• L••Registered adviserregistration: previous registration
Jan 3, 2022 to Mar 9, 2022factForm ADV
→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: previous registration
Jan 28, 2015 to Dec 18, 2015factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Mar 9, 2022
Advisor changed firm
A•• L•••• W•••• left S••••• T••• F•••••••• P••••••• L•• for J•••••• W••••• M••••••••• (registered 2022-03-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7cf54e16-156b-6b7b-15f8-0335dd836a75
First observed: Nov 1, 2004
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.