DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

K••••••••• J•••• W••••••

Advisor at W•••••• W••••• M•••••••••

PERKASIE, PA

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Search this name across graphsid dfx:ria:bb8e76f7-26c6-37af-415f-3e98420591d3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 26, 2010 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••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• W••••• M•••••••••	State registered	Mar 19, 2024	n/a	yes	PERKASIE, PA	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Jul 13, 2018	Sep 25, 2023	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	W•••••• W••••• M•••••••••	Sep 25, 2023	Mar 19, 2024	176	Firm change	Ibd to state RIA
S•••••••• A••••••• L••	F••••••• P••••••• A•• W•••••••• A•••••••	Jul 13, 2018	Jul 13, 2018

Relationships

Registered with (3)

→ W•••••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 19, 2024 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jul 13, 2018 to Sep 25, 2023factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Apr 26, 2010 to Jul 13, 2018factForm ADV

Dated events

Occurred
Sep 25, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb8e76f7-26c6-37af-415f-3e98420591d3
First observed: Apr 26, 2010
Last observed: Sep 14, 2026 9 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.