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

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

J••• A••••• D••••••••

Advisor at W•••• F•••• A•••••••

LEBANON, PA

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Search this name across graphsid dfx:ria:a84f3c85-65e6-c75c-3afa-01c4129016f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2006 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•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 29, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7

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•••• F•••• A•••••••	Wirehouse	Sep 2, 2025	n/a	yes	LEBANON, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jun 1, 2017	Sep 24, 2025	no	LEBANON, PA\|SCHUYKILL HAVEN, PA\|MT. AETNA, PA\|FREDERICKSBURG, PA\|STATE COLLEGE, PA\|WILMINGTON, DE\|FRIEDENSBURG, PA\|DOVER, DE\|WILMINGTON, DE\|LEBANON, PA\|DENVER, PA\|MOUNT JOY, PA\|LEBANON, PA

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••	W•••• F•••• A•••••••	Sep 24, 2025	Sep 2, 2025	-22	Firm change	Ibd to wirehouse
S•••••••• S•••••••••	L•• F•••••••• L••	Jun 1, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
41791:6413:PA:2017-06-01	Jun 1, 2017	Jun 1, 2017	BETHLEHEM, PA	Firm change

Relationships

Registered with (7)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 1, 2017 to Sep 24, 2025factForm ADV
→ S•••••••• S•••••••••Registered adviserregistration: previous registration
Sep 19, 2012 to Jun 1, 2017factForm ADV
→ K••••••• C•••••• C•••••••••

Dated events

Occurred
Sep 24, 2025
Advisor changed firm
J••• A••••• D•••••••• left L•• F•••••••• L•• for W•••• F•••• A••••••• (registered 2025-09-02)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a84f3c85-65e6-c75c-3afa-01c4129016f6
First observed: Jun 30, 2006
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.