DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

B••••••• D••• J•••••

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

MILFORD, OH

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Search this name across graphsid dfx:ria:8f30784a-ab58-20de-699c-72eb7b344dd9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 17, 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: J••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 15, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••••• W••••• M••••••••• L••	State registered	Mar 8, 2022	n/a	yes	MILFORD, OH	Current employment
W••••••••• I••••••••• C••••••• L••	Former SEC adviser	May 10, 2016	Apr 1, 2022	no	CINCINNATI, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• I••••••••• C••••••• L••	J••••• W••••• M••••••••• L••	Apr 1, 2022	Mar 8, 2022	-24	Firm change	RIA to state RIA
E••••• J••••	W••••••••• I••••••••• C••••••• L••	Apr 20, 2016	May 10, 2016

Relationships

Registered with (3)

→ J••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Mar 8, 2022 to presentfactForm ADV
→ W••••••••• I••••••••• C••••••• L••Registered adviserregistration: previous registration
May 10, 2016 to Apr 1, 2022factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Mar 17, 2014 to Apr 20, 2016factForm ADV

Dated events

Occurred
Apr 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f30784a-ab58-20de-699c-72eb7b344dd9
First observed: Mar 17, 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.