DFX Intelligence

B•••• T•••••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

B•••• T•••••• H••••

Advisor at F•••••• F•••••••• A•••••••• L••

Columbus, OH

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Search this name across graphsid dfx:ria:fa73e47e-7fa8-e2dd-4e62-79cea0584f9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 15, 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: F•••••• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 14, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• F•••••••• A•••••••• L••	Independent wealth	Apr 30, 2018	n/a	yes	Columbus, OH	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Jul 15, 2011	Feb 1, 2018	no	MARION, OH\|MARION, OH\|BELLEFONTAINE, OH\|DUBLIN, OH\|POWELL, OH\|WOOSTER, OH\|COLUMBUS, OH\|GROVE CITY, OH\|WOOSTER, OH\|LEWIS CENTER, OH\|FREDERICKSBURG, OH\|RITTMAN, OH\|DOYLESTOWN, OH\|WOOSTER, OH\|ORRVILLE, OH\|ORRVILLE, OH\|DALTON, OH\|LEWIS CENTER, OH\|BELLEFONTAINE, OH\|MARYSVILLE, OH\|DUBLIN, OH\|DUBLIN, OH\|DUBLIN, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	F•••••• F•••••••• A•••••••• L••	Feb 1, 2018	Apr 30, 2018	88	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ F•••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 30, 2018 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 15, 2011 to Feb 1, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa73e47e-7fa8-e2dd-4e62-79cea0584f9b
First observed: Jul 15, 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.