DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

J•••• P•••••• R••••••

Advisor at R•••••• J•••• • A••••••••• I•••

New Port Richey, FL | TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10af0a0d-4171-f245-be12-618aed2547d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2003 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: R•••••• J•••• • A••••••••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Mar 19, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• • A••••••••• I•••	National bd RIA	May 25, 2021	n/a	yes	New Port Richey, FL\|TAMPA, FL	Current employment
M••••• S••••••	Wirehouse	Dec 18, 2017	Jun 3, 2021	no	Tampa, FL\|CLEARWATER, FL\|LAKELAND, FL\|Palm Harbor, FL\|Tampa, FL\|Winter Haven, FL\|TAMPA, FL\|St. Petersburg, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	R•••••• J•••• • A••••••••• I•••	Jun 3, 2021	May 25, 2021	-9	Firm change	Wirehouse to ibd
H••••••• F••••	M••••• S••••••	Aug 11, 2017	Dec 18, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:705:FL:2021-06-01	Jun 3, 2021	May 25, 2021	ST PETERSBURG, FL	Firm change

Relationships

Registered with (6)

→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: current employment
May 25, 2021 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Dec 18, 2017 to Jun 3, 2021factForm ADV
→ H••••••• F••••Registered adviserregistration: previous registration
Mar 13, 2015 to Aug 11, 2017factForm ADV
→ P••••••• A••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10af0a0d-4171-f245-be12-618aed2547d0
First observed: Mar 26, 2003
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.