DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

J••• M•••••• G••••••••

Advisor at P••••••• W••••• M••••••••• L••

NEW ALBANY, OH

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Search this name across graphsid dfx:ria:d15a417b-206b-f7c2-63d3-d7ffdf41c1c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 14, 2001 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••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 11, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W••••• M••••••••• L••	State registered	Jul 20, 2009	n/a	yes	NEW ALBANY, OH\|NEW ALBANY, OH	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Dec 14, 2001	Aug 7, 2009	no	NEW ALBANY, OH\|GAHANNA, OH\|CLEVELAND, OH\|NEW ALBANY, OH\|WEEHAWKEN, NJ\|CLEVELAND, OH\|Miamisburg, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	P••••••• W••••• M••••••••• L••	Aug 7, 2009	Jul 20, 2009	-18	Firm change	Wirehouse to state RIA

Relationships

Registered with (2)

→ P••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 20, 2009 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Dec 14, 2001 to Aug 7, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d15a417b-206b-f7c2-63d3-d7ffdf41c1c7
First observed: Dec 14, 2001
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.