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

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RIA / WealthAdvisor30 years in industry

J••• P•••••• B••••••

Advisor at C••••• P••••••• L••

BLOOMFIELD HILLS, MI | NEW YORK, NY

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Search this name across graphsid dfx:ria:103184d7-34fd-c4ce-842e-743c02336c41

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2002 to Sep 15, 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: C••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 4, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• P••••••• L••	Independent wealth	Jan 12, 2024	n/a	yes	BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI\|NEW YORK, NY	Current employment
A•••••••• I••••••••• A•••••••• L••	Former SEC adviser	Oct 7, 2010	Jun 25, 2012	no	BLOOMFIELD HILLS, MI\|DETROIT, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• I••••••••• A•••••••• L••	C••••• P••••••• L••	Jun 25, 2012	Jan 12, 2024	4,218	Firm change after gap	Other
D••••••• I••••••••• A••••••• L••	A•••••••• I••••••••• A•••••••• L••	Oct 8, 2010	Oct 7, 2010

Relationships

Registered with (3)

→ C••••• P••••••• L••Registered adviserregistration: current employment
Jan 12, 2024 to presentfactForm ADV
→ A•••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 7, 2010 to Jun 25, 2012factForm ADV
→ D••••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Oct 7, 2002 to Oct 8, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:103184d7-34fd-c4ce-842e-743c02336c41
First observed: Oct 7, 2002
Last observed: Sep 15, 2026 7 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.