DFX Intelligence

F•••• P•• B•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor45 years in industry

F•••• P•• B•••••••••

Advisor at W• W••••• A•••••••• L••

AKRON, OH

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Search this name across graphsid dfx:ria:972581a5-a870-1546-d85a-ab5a4ee4e318

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 21, 2003 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: W• W••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 1980earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W• W••••• A•••••••• L••	State registered	Jan 15, 2008	n/a	yes	AKRON, OH	Current employment
W• W••••• A•••••••• L••	State registered	Jun 23, 2004	Dec 31, 2007	no	AKRON, OH\|AKRON, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••• S••••••••• C•••••••••	W• W••••• A•••••••• L••	Jan 27, 2004	Jun 23, 2004	148	Firm change	Other
T•••••• S••••••••• A••••••• C••••	M••• S••••••••• C•••••••••	Dec 2, 2003	Dec 2, 2003

Relationships

Registered with (3)

→ W• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 23, 2004 to Dec 31, 2007factForm ADV
→ M••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Dec 2, 2003 to Jan 27, 2004factForm ADV
→ T•••••• S••••••••• A••••••• C••••Registered adviserregistration: previous registration
Jul 21, 2003 to Dec 2, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:972581a5-a870-1546-d85a-ab5a4ee4e318
First observed: Jul 21, 2003
Last observed: Sep 14, 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.