DFX Intelligence

F•••••••• P••••••• C•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

F•••••••• P••••••• C•••••••••

FINANCIAL P••••••• COUNSELORS, INC, CRD 137502

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:18460a7d-fd12-50c0-097f-8482cd81953a

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2026 to Apr 2, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 137502
Filings on the tape: 1
First filed: Apr 2, 2026

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
N••••• D•••••• J•••••	Certified Financial Planner	SAN DIEGO, CA \| San Diego, CA	12	12	n/a	yes
J••• H••••• E••••••	Certified Financial Planner\|Chartered Financial Consultant	San Diego, CA \| SAN DIEGO, CA	10	10

Relationships

Registered with (4)

← C••••••• D••••• G•••Advisorregistration: current employment
Feb 21, 2023 to presentfactForm ADV
← J••• H••••• E••••••Advisorregistration: current employment
Dec 8, 2015 to presentfactForm ADV
← N••••• D•••••• J•••••Advisorregistration: current employment
Feb 20, 2015 to presentfactForm ADV
← JAMES BERNARD PIERIK

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18460a7d-fd12-50c0-097f-8482cd81953a
First observed: Apr 2, 2026
Last observed: Apr 2, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.