DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

D••••• J••••• B••••

B••••• P••••• A•••••••• L••independent RIAAkron, Oh IA-onlyIAPD 2932629

Certified Financial Planner

Feed of 09/15/2026

At current firm

1 y

since Jul 25, 2025

In the industry

24 y

since Oct 16, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B••••• P••••• A•••••••• L•• independent RIA current
since Jul 25, 2025 · Akron, Oh
J•••••• W••••• M••••••••• former
Dec 9, 2014 to Jul 25, 2025 · Akron, Oh
S••••••••• A•••••• A•••••••• I••• former
Sep 1, 2009 to Sep 30, 2014 · Fairlawn, Oh
C•••• I••••••••• S••••••• C•••• former
Jul 6, 2005 to Aug 31, 2009 · Akron, Oh
B••• O•• S••••••••• C••••••••• unclassified
May 13, 2005 to Jul 6, 2005 · Akron, Oh

Moves

a registration end followed by a registration begin elsewhere

J•••••• W••••• M••••••••• to B••••• P••••• A•••••••• L••
left Jul 25, 2025, registered Jul 25, 2025 (0 days) · RIA to RIA · moved with a team
S••••••••• A•••••• A•••••••• I••• to J•••••• W••••• M•••••••••
left Sep 30, 2014, registered Dec 9, 2014 (70 days) · Other
C•••• I••••••••• S••••••• C•••• to S••••••••• A•••••• A•••••••• I•••
left Aug 31, 2009, registered Sep 1, 2009 (1 days) · Other
B••• O•• S••••••••• C••••••••• to C•••• I••••••••• S••••••• C••••
left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move

Signals

D••••• J••••• B•••• left J•••••• W••••• M••••••••• for B••••• P••••• A•••••••• L•• (registered 2025-07-25)
Jul 25, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address