J••• P•••••

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

FORT WORTH, TX | Fort Worth, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:224767cd-2e9a-5c1c-2cb5-9f66d9a9de6c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 16, 2008 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: R•••••• J•••• • A••••••••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Dec 15, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom 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
R•••••• J•••• • A••••••••• I•••	National bd RIA	Nov 14, 2024	n/a	yes	FORT WORTH, TX\|Fort Worth, TX	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 25, 2013	Nov 15, 2024	no	KELLER, TX\|FORT WORTH, TX\|KELLER, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• • A••••••••• I•••	Nov 15, 2024	Nov 14, 2024	-1	Firm change	Wirehouse to ibd
B•• C•••••• A••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Nov 13, 2012

Relationships

Registered with (3)

→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: current employment
Nov 14, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 25, 2013 to Nov 15, 2024factForm ADV
→ B•• C•••••• A••••••• L••Registered adviserregistration: previous registration
Dec 16, 2008 to Nov 13, 2012factForm ADV

Dated events

Occurred
Nov 15, 2024
Advisor changed firm
J••• P••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• • A••••••••• I••• (registered 2024-11-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:224767cd-2e9a-5c1c-2cb5-9f66d9a9de6c
First observed: Dec 16, 2008
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.