DFX Intelligence

E••• O••••• T•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

E••• O••••• T•••••••

Advisor at P••••••• W•••••

Columbus, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2005 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: P••••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 3, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W•••••	Independent wealth	Dec 10, 2019	n/a	yes	Columbus, OH	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 1, 2005	Apr 3, 2019	no	DUBLIN, OH\|COLUMBUS, OH\|COLUMBUS, OH\|COLUMBUS, OH\|MAPLE GROVE, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	P••••••• W•••••	Apr 3, 2019	Dec 10, 2019	251	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ P••••••• W•••••Registered adviserregistration: current employment
Dec 10, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 1, 2005 to Apr 3, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 1, 2005
Last observed: Sep 14, 2026 10 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.