J•••• A•• W••••

Advisor at W••••• F•••••••• S•••••••• L•••••

Geneseo, IL | GENESEO, IL

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:fd54314b-7ea3-759b-dadb-01cf535709df

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2004 to Sep 15, 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••••• F•••••••• S•••••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• F•••••••• S•••••••• L•••••	Independent wealth	Feb 17, 2025	n/a	yes	GENESEO, IL\|Geneseo, IL	Current employment

Relationships

Registered with (1)

→ W••••• F•••••••• S•••••••• L•••••Registered adviserregistration: current employment
Feb 17, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd54314b-7ea3-759b-dadb-01cf535709df
First observed: Jan 1, 2004
Last observed: Sep 15, 2026 7 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.