J••• A• E••••

Advisor at F••••••

SAN FRANCISCO, CA | Bellbrook, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ff599d5-70f9-981c-7691-20da11fbf9c3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 24, 2011 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Oct 28, 2025	n/a	yes	SAN FRANCISCO, CA\|Bellbrook, OH	Current employment
M••••••• C••••• W••••• S•••••••• I•••	Independent wealth	Dec 8, 2021	Nov 21, 2025	no	Dayton, OH\|WHEELING, WV

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• C••••• W••••• S•••••••• I•••	F••••••	Nov 21, 2025	Oct 28, 2025	-24	Firm change	RIA to RIA
P••• A••••• S••••••••• L••	M••••••• C••••• W••••• S•••••••• I•••	Jan 6, 2022	Dec 8, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
135184:302050:WV:2025-11-21	Nov 21, 2025	Oct 28, 2025	WHEELING, WV	Firm change

Relationships

Registered with (3)

→ F••••••Registered adviserregistration: current employment
Oct 28, 2025 to presentfactForm ADV
→ M••••••• C••••• W••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 8, 2021 to Nov 21, 2025factForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 24, 2011 to Jan 6, 2022factForm ADV

Dated events

Occurred
Nov 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 6, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ff599d5-70f9-981c-7691-20da11fbf9c3
First observed: Oct 24, 2011
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.