DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

J••• B••••••• A••••••

Advisor at P••••••• W••••• A•••••••

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:028fa49b-48be-c3b2-a1e6-32d7f8d401a7

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 0
Observed: Aug 4, 2010 to Sep 19, 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••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 4, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W••••• A•••••••	Independent wealth	Sep 18, 2026	n/a	yes	SAN DIEGO, CA	Current employment

Relationships

Registered with (1)

→ P••••••• W••••• A•••••••Registered adviserregistration: current employment
Sep 18, 2026 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 18, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:028fa49b-48be-c3b2-a1e6-32d7f8d401a7
First observed: Aug 4, 2010
Last observed: Sep 19, 2026 4 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.