J•••••• D• L•••

Advisor at W••• S•••• F•••••••• G••••

SANDUSKY, OH

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Search this name across graphsid dfx:ria:e4bf7426-0106-2c4a-6723-8342110f7458

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2012 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••• S•••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••• S•••• F•••••••• G••••	Independent wealth	Mar 27, 2013	n/a	yes	SANDUSKY, OH\|SANDUSKY, OH	Current employment

Relationships

Registered with (1)

→ W••• S•••• F•••••••• G••••Registered adviserregistration: current employment
Mar 27, 2013 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
J•••••• D• L••• no longer holds an investment adviser registration (last listed at W••• S•••• F•••••••• G•••• on the 2026-09-16 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4bf7426-0106-2c4a-6723-8342110f7458
First observed: Jan 1, 2012
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.