DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner38 years in industry

A•••••• J•••• P•••

Advisor at P••• M••••••• W••••• M••••••••• G••••

MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:19376845-4527-5952-ec96-5d385427033d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 20, 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: P••• M••••••• W••••• M••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 29, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• M••••••• W••••• M••••••••• G••••	Independent wealth	Aug 12, 2024	n/a	yes	MINNEAPOLIS, MN	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 5, 2018	Aug 30, 2024	no	MINNEAPOLIS, MN\|WAYZATA, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	P••• M••••••• W••••• M••••••••• G••••	Aug 30, 2024	Aug 12, 2024	-18	Firm change	Wirehouse to new firm
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Jan 5, 2018	Jan 5, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:330050:MN:2024-08-16	Aug 30, 2024	Aug 12, 2024	WAYZATA, MN	Firm change
19616:11025:MN:2018-01-05	Jan 5, 2018	Jan 5, 2018	MINNEAPOLIS, MN	Firm change

Relationships

Registered with (4)

→ P••• M••••••• W••••• M••••••••• G••••Registered adviserregistration: current employment
Aug 12, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 5, 2018 to Aug 30, 2024factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 31, 2006 to Jan 5, 2018factForm ADV
→ P••••••••• E••••• G••••• L••Registered adviser

Dated events

Occurred
Aug 30, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19376845-4527-5952-ec96-5d385427033d
First observed: Oct 20, 1999
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.