DFX Intelligence

J••••• P•••••• W•••• N••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

J••••• P•••••• W•••• N••••

Advisor at W•••• F•••• A•••••••

ST. LOUIS, MO

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Search this name across graphsid dfx:ria:02428f6a-f140-d02d-a85c-b5754b2e63fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 2, 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Mar 30, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jun 8, 2017	n/a	yes	ST. LOUIS, MO\|ST. LOUIS, MO	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 23, 2017	May 26, 2022	no	ST. LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W•••• F•••• A•••••••	May 26, 2022	Jun 8, 2017	-1,813	Channel change	Wirehouse to wirehouse
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Feb 23, 2017	Feb 23, 2017

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 2, 2015 to Feb 23, 2017factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 23, 2017 to May 26, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02428f6a-f140-d02d-a85c-b5754b2e63fb
First observed: Sep 2, 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.