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

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RIA / WealthAdvisor38 years in industry

J••• J••••• W••••••

Advisor at W•••••• P•••••• W•••••

BRIDGEVILLE, PA

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Search this name across graphsid dfx:ria:a215b373-a4ca-1211-74db-49a078bea350

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 31, 1995 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•••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 3, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• P•••••• W•••••	Independent wealth	Oct 29, 2004	n/a	yes	BRIDGEVILLE, PA	Current employment
F••••••• F•••••••• A•••••••	Independent wealth	Jan 29, 2003	Jan 7, 2013	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	F••••••• F•••••••• A•••••••	Mar 12, 2013	Jan 29, 2003	-3,695	Firm change after gap	Other
F••••••• F•••••••• A•••••••	W•••••• P•••••• W•••••	Jan 7, 2013

Relationships

Registered with (3)

→ W•••••• P•••••• W•••••Registered adviserregistration: current employment
Oct 29, 2004 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 31, 1995 to Mar 12, 2013factForm ADV
→ F••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jan 29, 2003 to Jan 7, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a215b373-a4ca-1211-74db-49a078bea350
First observed: Aug 31, 1995
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.