DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)27 years in industry

J••• P• B••••••••

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

••• Locked

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Search this name across graphsid dfx:ria:1dc8770a-642c-38a5-2991-60b6f7a51aa9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 18, 2002 to Sep 15, 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 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• • A••••••••• I•••	National bd RIA	Oct 19, 2017	n/a	yes	Park Rapids, MN\|Salt Lake City, UT\|Cottonwood Heights, UT	Current employment
W•••• F•••• A•••••••	Wirehouse	Dec 14, 2015	Oct 24, 2017	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	R•••••• J•••• • A••••••••• I•••	Oct 24, 2017	Oct 19, 2017	-5	Firm change	Wirehouse to ibd
A••••• F•••••••• G••••	W•••• F•••• A•••••••	Mar 7, 2016	Dec 14, 2015

Relationships

Registered with (3)

→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: current employment
Oct 19, 2017 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 14, 2015 to Oct 24, 2017factForm ADV
→ A••••• F•••••••• G••••Registered adviserregistration: previous registration
Nov 18, 2002 to Mar 7, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1dc8770a-642c-38a5-2991-60b6f7a51aa9
First observed: Nov 18, 2002
Last observed: Sep 15, 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.