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

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RIA / WealthAdvisor14 years in industry

A••••• J••• P••••••

Advisor at C•••••• M••••••••• L••

NORWALK, CT

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Search this name across graphsid dfx:ria:03d1a8fe-1896-08fe-a59e-4169d1ca9621

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Dec 8, 2011 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

A••••• J••• P••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Dec 8, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• M••••••••• L••	Asset manager	Apr 26, 2024	n/a	yes	NORWALK, CT	Current employment

Relationships

Registered with (1)

→ C•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 26, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03d1a8fe-1896-08fe-a59e-4169d1ca9621
First observed: Dec 8, 2011
Last observed: Sep 14, 2026 8 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.