DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst27 years in industry

J••••• J••••• P•••

Advisor at C•••••••

San Antonio, TX

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Search this name across graphsid dfx:ria:05538b92-152d-3fec-5556-bbe78b5c58d5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Aug 31, 2012 to Sep 14, 2026

Across DFX

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

Private Equityidentity

J••••• 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•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 29, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Oct 11, 2021	n/a	yes	San Antonio, TX	Current employment
C•••••••	Former SEC adviser	Aug 31, 2012	Nov 24, 2021	no	SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••	C•••••••	Nov 24, 2021	Oct 11, 2021	-44	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
152651:175112:TX:2021-11-24	Nov 24, 2021	Oct 11, 2021	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Oct 11, 2021 to presentfactForm ADV
→ C•••••••Registered adviserregistration: previous registration
Aug 31, 2012 to Nov 24, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05538b92-152d-3fec-5556-bbe78b5c58d5
First observed: Aug 31, 2012
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.