DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

B••••• J••••• J•••••

Advisor at P••• A••••• S••••••••• L••

Katy, TX | HOUSTON, TX

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Search this name across graphsid dfx:ria:008e8888-ff8c-5a2d-af24-1645534386a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 7, 2015 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: P••• A••••• S••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 4, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• A••••• S••••••••• L••	Bd affiliated wealth	Mar 6, 2026	n/a	yes	HOUSTON, TX\|Katy, TX	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Dec 7, 2015	Feb 28, 2026	no	HOUSTON, TX\|HOUSTON, TX\|Katy, TX

Relationships

Registered with (1)

→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Dec 7, 2015 to Feb 28, 2026factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:008e8888-ff8c-5a2d-af24-1645534386a6
First observed: Dec 7, 2015
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.