DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant18 years in industry

J•••••••• C•••••• Y••••

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

Wooster, OH | Mansfield, OH

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Search this name across graphsid dfx:ria:7f88dc08-fbf2-ac58-f714-7de269012cd9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 21, 2012 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: Aug 13, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• W••••• M•••••••• L•••	Independent wealth	Mar 10, 2017	n/a	yes	Wooster, OH\|Mansfield, OH	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Feb 3, 2015	Mar 8, 2017	no	WOOSTER, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	W••••••••• W••••• M•••••••• L•••	Mar 8, 2017	Mar 10, 2017	2	Firm change	Other
P•• W••••• M•••••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Feb 3, 2015	Feb 3, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:286093:OH:2017-03-08	Mar 8, 2017	Mar 10, 2017	WOOSTER, OH	Firm change

Relationships

Registered with (3)

→ W••••••••• W••••• M•••••••• L•••Registered adviserregistration: current employment
Mar 10, 2017 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Feb 3, 2015 to Mar 8, 2017factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
May 21, 2012 to Feb 3, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f88dc08-fbf2-ac58-f714-7de269012cd9
First observed: May 21, 2012
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.