DFX Intelligence

M•••• E•••••••• S•••••••• R••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

M•••• E•••••••• S•••••••• R••••••

Advisor at A••••• F•••••••• P•••••••• I•••

CANFIELD, OH | ROCKY RIVER, OH

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Search this name across graphsid dfx:ria:ff2a993b-6662-9a98-cb8f-44c1bce86b04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 30, 2019 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: A••••• F•••••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• F•••••••• P•••••••• I•••	Independent wealth	Jun 23, 2025	n/a	yes	ROCKY RIVER, OH\|CANFIELD, OH	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Oct 11, 2024	Jun 25, 2025	no	Willoughby Hills, OH\|SCOTTSDALE, AZ\|CANFIELD, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	A••••• F•••••••• P•••••••• I•••	Jun 25, 2025	Jun 23, 2025	-2	Firm change	Ibd to RIA
A••••••• P••••••••• A•••••••• I••	O•••• W•••••• I•••	Oct 11, 2024	Oct 11, 2024

Relationships

Registered with (3)

→ A••••• F•••••••• P•••••••• I•••Registered adviserregistration: current employment
Jun 23, 2025 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Oct 11, 2024 to Jun 25, 2025factForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
Aug 30, 2019 to Oct 11, 2024factForm ADV

Dated events

Occurred
Jun 25, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff2a993b-6662-9a98-cb8f-44c1bce86b04
First observed: Aug 30, 2019
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.