DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J•••• T••••• D••••••

Advisor at D•••••• W••••• L••

DEFIANCE, OH

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Search this name across graphsid dfx:ria:8c454f95-3748-409d-7186-a6ee56899207

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 22, 2014 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: D•••••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 16, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••• W••••• L••	State registered	Feb 22, 2022	n/a	yes	DEFIANCE, OH	Current employment
B••• J•• F•••••••• G••••• L••	Independent wealth	Apr 24, 2018	Feb 22, 2022	no	DEFIANCE, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• J•• F•••••••• G••••• L••	D•••••• W••••• L••	Feb 22, 2022	Feb 22, 2022	0	Firm change	RIA to state RIA
C••••• A••••••• L••	B••• J•• F•••••••• G••••• L••	May 2, 2018	Apr 24, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
10299:296467:OH:2018-05-02	May 2, 2018	Apr 24, 2018	DEFIANCE, OH	Firm change
628:10299:OH:2015-07-07	Jul 13, 2015	Jul 13, 2015	DEFIANCE, OH	Firm change

Relationships

Registered with (4)

→ D•••••• W••••• L••Registered adviserregistration: current employment
Feb 22, 2022 to presentfactForm ADV
→ B••• J•• F•••••••• G••••• L••Registered adviserregistration: previous registration
Apr 24, 2018 to Feb 22, 2022factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Jul 13, 2015 to May 2, 2018factForm ADV
→ F•••• T•••• S••••••••• I•••

Dated events

Occurred
Feb 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c454f95-3748-409d-7186-a6ee56899207
First observed: Jul 22, 2014
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.