DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

J•••••• J•••••• D•••••••••

Advisor at P••••••• A•••••• G•••• L••

PORTLAND, OR

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Search this name across graphsid dfx:ria:3339cce5-973b-f9cf-34bb-1218ca6172e5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 3, 2014 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••••••• A•••••• G•••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 7, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
P••••••• A•••••• G•••• L••	State registered	Nov 26, 2024	n/a	yes	PORTLAND, OR	Current employment
F•••••••• A•••••••• I••••••••• M•••••••••	Former SEC adviser	Sep 22, 2015	Jan 2, 2025	no	OREGON CITY, OR\|OLYMPIA, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A•••••••• I••••••••• M•••••••••	P••••••• A•••••• G•••• L••	Jan 2, 2025	Nov 26, 2024	-37	Firm change after gap	RIA to state RIA
E••••• J••••	F•••••••• A•••••••• I••••••••• M•••••••••	Jul 1, 2015	Sep 22, 2015

Relationships

Registered with (3)

→ P••••••• A•••••• G•••• L••Registered adviserregistration: current employment
Nov 26, 2024 to presentfactForm ADV
→ F•••••••• A•••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Sep 22, 2015 to Jan 2, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Mar 3, 2014 to Jul 1, 2015factForm ADV

Dated events

Occurred
Jan 2, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3339cce5-973b-f9cf-34bb-1218ca6172e5
First observed: Mar 3, 2014
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.