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

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RIA / WealthAdvisor42 years in industry

J••• R••••• S••••••

Advisor at P••••••••• W••••• S••••••••• L••

COLUMBUS, OH

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Search this name across graphsid dfx:ria:c5b07c24-c194-dc77-7564-0c774835a83a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 17, 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: P••••••••• W••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 5, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• W••••• S••••••••• L••	State registered	Jan 12, 2015	n/a	yes	COLUMBUS, OH	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jan 30, 2012	Sep 4, 2014	no	COLUMBUS, OH\|GAHANNA, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	P••••••••• W••••• S••••••••• L••	Sep 4, 2014	Jan 12, 2015	130	Firm change	Ibd to state RIA
H••••••••• F•••••••• A•••••••	A••••••••• F•••••••• S•••••••• L••	Jan 23, 2012	Jan 30, 2012

Relationships

Registered with (6)

→ P••••••••• W••••• S••••••••• L••Registered adviserregistration: current employment
Jan 12, 2015 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 30, 2012 to Sep 4, 2014factForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Mar 15, 2010 to Jan 23, 2012factForm ADV
→ R•• C•••••• M••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5b07c24-c194-dc77-7564-0c774835a83a
First observed: Jun 17, 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.