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

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RIA / WealthAdvisorChartered Financial Consultant15 years in industry

W•••• A••• B•••••

Advisor at P••••••••• C•••••• A•••••••

WESTLAKE, OH | Cleveland, OH

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Search this name across graphsid dfx:ria:8af9fcd8-eaf3-2c0e-8d9c-edcaf840f298

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 28, 2011 to Sep 15, 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: P••••••••• C•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• C•••••• A•••••••	Independent wealth	May 26, 2015	n/a	yes	Cleveland, OH\|WESTLAKE, OH	Current employment
P••••••••• C•••••• A•••••••	Independent wealth	Sep 28, 2011	Oct 7, 2014	no

Relationships

Registered with (1)

→ P••••••••• C•••••• A•••••••Registered adviserregistration: previous registration
Sep 28, 2011 to Oct 7, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8af9fcd8-eaf3-2c0e-8d9c-edcaf840f298
First observed: Sep 28, 2011
Last observed: Sep 15, 2026 7 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.