DFX Intelligence

B••• J••• V•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner33 years in industry

B••• J••• V•••••••

Advisor at D••• I•••••••••

BEAVERCREEK, OH

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Search this name across graphsid dfx:ria:f6aeb8da-653f-5712-13e6-f4b7b088396a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1993 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: D••• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••• F•••••••• S•••••••	Independent wealth	Oct 26, 2004	n/a	yes	BEAVERCREEK, OH	Current employment
D••• I•••••••••	Mixed wealth	Jan 23, 2003	n/a	yes	BEAVERCREEK, OH	Current employment

Relationships

Registered with (2)

→ D••• F•••••••• S•••••••Registered adviserregistration: current employment
Oct 26, 2004 to presentfactForm ADV
→ D••• I•••••••••Registered adviserregistration: current employment
Jan 23, 2003 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6aeb8da-653f-5712-13e6-f4b7b088396a
First observed: Jan 1, 1993
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.