DFX Intelligence

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

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RIA / WealthAdvisor32 years in industry

J•• C•••••• P••••••

Advisor at J••••• W••••• M••••••••• L••

FOREST PARK, IL | New York, NY

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Search this name across graphsid dfx:ria:24df6c22-4664-c1c9-9750-704bcda99bee

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2022 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: J••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 8, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••••• W••••• M••••••••• L••	State registered	Apr 3, 2024	n/a	yes	New York, NY\|FOREST PARK, IL	Current employment
J••••• W••••• M••••••••• L••	State registered	Jan 26, 2022	Apr 26, 2022	no	NEW YORK, NY\|FOREST PARK, IL

Relationships

Registered with (1)

→ J••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 26, 2022 to Apr 26, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24df6c22-4664-c1c9-9750-704bcda99bee
First observed: Jan 26, 2022
Last observed: Sep 15, 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.