DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

J••••• R••••••• H••••••

Advisor at B••••••• W••••• G•••• L••

WESTLAKE, OH

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Search this name across graphsid dfx:ria:f46c03f5-3114-31bb-43d0-065fba8786cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 22, 2011 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: B••••••• W••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• W••••• G•••• L••	Independent wealth	Nov 2, 2023	n/a	yes	WESTLAKE, OH	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Aug 22, 2011	Nov 10, 2023	no	INDEPENDENCE, OH\|WESTLAKE, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	B••••••• W••••• G•••• L••	Nov 10, 2023	Nov 2, 2023	-8	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:328007:OH:2023-11-08	Nov 10, 2023	Nov 2, 2023	WESTLAKE, OH	Firm change

Relationships

Registered with (2)

→ B••••••• W••••• G•••• L••Registered adviserregistration: current employment
Nov 2, 2023 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 22, 2011 to Nov 10, 2023factForm ADV

Dated events

Occurred
Nov 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f46c03f5-3114-31bb-43d0-065fba8786cc
First observed: Aug 22, 2011
Last observed: Sep 14, 2026 9 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.