DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst32 years in industry

F•••• J••••• G••••••

Advisor at I•••••• P•••••••• L••

MADISON, WI

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Search this name across graphsid dfx:ria:1035aeca-03eb-84f9-ab9b-aefd89841fa2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2000 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: I•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 24, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••• P•••••••• L••	Independent wealth	Jan 21, 2025	n/a	yes	MADISON, WI	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Jun 7, 2000	Jun 5, 2014	no	MADISON, WI\|Madison, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	I•••••• P•••••••• L••	Jun 5, 2014	Jan 21, 2025	3,883	Firm change after gap	Other

Relationships

Registered with (2)

→ I•••••• P•••••••• L••Registered adviserregistration: current employment
Jan 21, 2025 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Jun 7, 2000 to Jun 5, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1035aeca-03eb-84f9-ab9b-aefd89841fa2
First observed: Jun 7, 2000
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.