DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

J••••••• L••• G•••••

Advisor at W••••••••• A•••••••

Madison, WI

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Search this name across graphsid dfx:ria:d22f1244-b172-8082-50fd-c0878c252ad5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 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••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 14, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• A•••••••	Independent wealth	Jan 3, 2025	n/a	yes	Madison, WI	Current employment
B•• H••••• F•••••••• A•••••••• I••	Former SEC adviser	Oct 5, 2015	Mar 8, 2021	no	MADISON, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• H••••• F•••••••• A•••••••• I••	W••••••••• A•••••••	Mar 8, 2021	Jan 3, 2025	1,397	Firm change after gap	Ibd to RIA
W••••••••• A•••••••	B•• H••••• F•••••••• A•••••••• I••	Nov 14, 2014	Oct 5, 2015

Relationships

Registered with (4)

→ W••••••••• A•••••••Registered adviserregistration: current employment
Jan 3, 2025 to presentfactForm ADV
→ B•• H••••• F•••••••• A•••••••• I••Registered adviserregistration: previous registration
Oct 5, 2015 to Mar 8, 2021factForm ADV
→ W••••••••• A•••••••Registered adviserregistration: previous registration
Jun 21, 2013 to Nov 14, 2014factForm ADV
→ B•••• T•••• I••••••••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d22f1244-b172-8082-50fd-c0878c252ad5
First observed: Feb 26, 2010
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.