DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)43 years in industry

J••••• C••••••• P•••

Advisor at T•••••• A••••••• I••

DOYLESTOWN, PA

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Search this name across graphsid dfx:ria:13b84892-cc98-b07f-5b30-f87675d9dc7a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 2, 1999 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: T•••••• A••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 27, 1982earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••• A••••••• I••	Independent wealth	Feb 12, 2025	n/a	yes	DOYLESTOWN, PA	Current employment
C••••• D•••• A•••• M•••••••••	Independent wealth	Jan 9, 2019	Jan 31, 2020	no	Doylestown, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• A••••••• I••	C••••• D•••• A•••• M•••••••••	Feb 6, 2025	Jan 9, 2019	-2,220	Firm change after gap	RIA to RIA
C••••• D•••• A•••• M•••••••••	T•••••• A••••••• I••	Jan 31, 2020	Feb 12, 2025

Relationships

Registered with (2)

→ T•••••• A••••••• I••Registered adviserregistration: previous registration
Sep 2, 1999 to Feb 6, 2025factForm ADV
→ C••••• D•••• A•••• M•••••••••Registered adviserregistration: previous registration
Jan 9, 2019 to Jan 31, 2020factForm ADV

Dated events

Occurred
Feb 6, 2025
Advisor changed firm
J••••• C••••••• P••• left T•••••• A••••••• I•• for C••••• D•••• A•••• M••••••••• (registered 2019-01-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13b84892-cc98-b07f-5b30-f87675d9dc7a
First observed: Sep 2, 1999
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.