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N••••••• A•••••• P••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

N••••••• A•••••• P••••••••

Advisor at J•••••• W••••• M•••••••••

CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6725a6d-7ac0-7ab8-f3b3-2aa4fb0eca20

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 17, 2018 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: J•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• W••••• M•••••••••	Independent wealth	Aug 15, 2022	n/a	yes	CLEVELAND, OH	Current employment
B••••• F•••••••• A••••••• L••	Independent wealth	Oct 16, 2020	Dec 20, 2022	no	CLEVELAND, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• F•••••••• A••••••• L••	J•••••• W••••• M•••••••••	Dec 20, 2022	Aug 15, 2022	-127	Firm change after gap	RIA to RIA
C•••••• A•••••••	B••••• F•••••••• A••••••• L••	Aug 5, 2022	Oct 16, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
174334:298904:OH:2022-12-20	Dec 20, 2022	Aug 15, 2022	CLEVELAND, OH	Firm change after gap
162200:174334:OH:2022-08-05	Aug 5, 2022	Oct 16, 2020	CLEVELAND, OH	Firm change after gap

Relationships

Registered with (4)

→ J•••••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 15, 2022 to presentfactForm ADV
→ B••••• F•••••••• A••••••• L••Registered adviserregistration: previous registration
Oct 16, 2020 to Dec 20, 2022factForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Sep 25, 2020 to Aug 5, 2022factForm ADV
→ P••• A••••• S••••••••• L••

Dated events

Occurred
Dec 20, 2022
Advisor changed firm
N••••••• A•••••• P•••••••• left B••••• F•••••••• A••••••• L•• for J•••••• W••••• M••••••••• (registered 2022-08-15)
Form ADVobserved 7 days ago
Occurred
Aug 5, 2022
Advisor changed firm
N••••••• A•••••• P•••••••• left C•••••• A••••••• for B••••• F•••••••• A••••••• L•• (registered 2020-10-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6725a6d-7ac0-7ab8-f3b3-2aa4fb0eca20
First observed: Oct 17, 2018
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.