DFX Intelligence

F••• T••••• P••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

F••• T••••• P••• L••

CRD 281583

CENTERVILLE, OH

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Search this name across graphsid dfx:ria:ce19021c-df92-26f1-0b51-8918064ebdd1

Data as of Mar 30, 2021 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 13, 2016 to Mar 30, 2021
6 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 5
SEC number: 801-108424

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••••••• W••••••• E••••	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	D	yes	06/2015	Sep 13, 2016	Mar 30, 2021
H••••• M••••••• J•	MANAGING MEMBER	D	yes	06/2015	Sep 13, 2016	Mar 30, 2021

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
4•• A••••••• L••	n/a	State registered	$68.0M	Y	no	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 30, 2021	n/a	n/a	2	1	0	n/a	n/a
2019	Mar 24, 2020

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	n/a	n/a	n/a	n/a	n/a	2	2	0	0

Relationships

Affiliated with (1)

→ BUCKEYE WEALTH PARTNERS, LLCRegistered adviserother investment adviser, control
factForm ADV

Controls (2)

← D•••••••• W••••••• E••••OwnerCHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Sep 13, 2016 to presentfactForm ADV
← H••••• M••••••• J•OwnerMANAGING MEMBER, ownership code D, individual
Sep 13, 2016 to presentfactForm ADV

Dated events

Occurred
Sep 13, 2016
First Form ADV filing
F••• T••••• P••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce19021c-df92-26f1-0b51-8918064ebdd1
First observed: Sep 13, 2016
Last observed: Mar 30, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds 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.