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

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RIA / WealthAdvisorCertified Financial Planner40 years in industry

J•••• R••••• P•••••

Advisor at P•••••• V•••• M••••••••• L•••

DALLAS, TX

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Search this name across graphsid dfx:ria:18ceb2ad-8e90-4427-03ea-402889a1d578

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 28, 1998 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: P•••••• V•••• M••••••••• L•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• V•••• M••••••••• L•••	Independent wealth	May 3, 2022	n/a	yes	DALLAS, TX	Current employment
P••••• W••••• M••••••••• L••	Former SEC adviser	Sep 22, 2014	Jun 2, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
P••••• W••••• M••••••••• L••	P•••••• V•••• M••••••••• L•••	Jun 2, 2022	May 3, 2022	-30	Firm change	Other
F•••• A••••• A••••••• S•••••••• I•••	P••••• W••••• M••••••••• L••	Sep 19, 2014

Relationships

Registered with (5)

→ P•••••• V•••• M••••••••• L•••Registered adviserregistration: current employment
May 3, 2022 to presentfactForm ADV
→ P••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 22, 2014 to Jun 2, 2022factForm ADV
→ F•••• A••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 2, 2012 to Sep 19, 2014factForm ADV
→ F•••• A••••• S••••••••• I•••

Dated events

Occurred
Jun 2, 2022
Advisor changed firm
J•••• R••••• P••••• left P••••• W••••• M••••••••• L•• for P•••••• V•••• M••••••••• L••• (registered 2022-05-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18ceb2ad-8e90-4427-03ea-402889a1d578
First observed: Oct 28, 1998
Last observed: Sep 14, 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.