DFX Intelligence

D••••• P• J••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

D••••• P• J••••••

Advisor at F•••••• T••••••• W••••• M•••••••••

COPLEY, OH

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Search this name across graphsid dfx:ria:7fdccbaa-0fe5-7e5e-c73e-71fb7c031665

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 20, 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: F•••••• T••••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 19, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• T••••••• W••••• M•••••••••	State registered	Feb 22, 2016	n/a	yes	COPLEY, OH	Current employment
S•• A•••••••• I•••	Former SEC adviser	May 31, 2011	Feb 22, 2016	no	COPLEY, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• A•••••••• I•••	F•••••• T••••••• W••••• M•••••••••	Feb 22, 2016	Feb 22, 2016	0	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	S•• A•••••••• I•••	May 26, 2011	May 31, 2011

Relationships

Registered with (3)

→ F•••••• T••••••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 22, 2016 to presentfactForm ADV
→ S•• A•••••••• I•••Registered adviserregistration: previous registration
May 31, 2011 to Feb 22, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 20, 2006 to May 26, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fdccbaa-0fe5-7e5e-c73e-71fb7c031665
First observed: Oct 20, 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.