DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

B•••• J•••• W•••

Advisor at W••••••••• A••••••• P••••••• L••

Middletown, DE | WEST CHESTER, PA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 10, 2010 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: W••••••••• A••••••• P••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• A••••••• P••••••• L••	Bd affiliated wealth	May 1, 2024	n/a	yes	WEST CHESTER, PA\|Middletown, DE	Current employment
C•••••••• I••••••••• P•••••••• L••	Other adviser	Aug 4, 2022	Oct 27, 2023	no	BERWYN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• P•••••••• L••	W••••••••• A••••••• P••••••• L••	Oct 27, 2023	May 1, 2024	187	Firm change	Other
C•••••••• I••••••••• P•••••••	C•••••••• I••••••••• P•••••••• L••	Mar 10, 2014	Mar 17, 2014

Relationships

Registered with (3)

→ W••••••••• A••••••• P••••••• L••Registered adviserregistration: current employment
May 1, 2024 to presentfactForm ADV
→ C•••••••• I••••••••• P•••••••• L••Registered adviserregistration: previous registration
Aug 4, 2022 to Oct 27, 2023factForm ADV
→ C•••••••• I••••••••• P•••••••Registered adviserregistration: previous registration
May 10, 2010 to Mar 10, 2014factForm ADV

Dated events

Order

Occurred
27 Oct 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 10, 2010
Last observed: Sep 15, 2026 8 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.