DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

J•••• L•••• C••••••

Advisor at P•••••••• W••••• P•••••••• L••

CLAYTON, MO | FOZ DO ARELHO

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Search this name across graphsid dfx:ria:339b76f8-cfb9-6fc4-514d-f7e397c68f73

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 3, 2002 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•••••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 14, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• W••••• P•••••••• L••	Independent wealth	May 1, 2026	n/a	yes	CLAYTON, MO\|FOZ DO ARELHO	Current employment
S••••••••• W••••• M••••••••• L••	Former SEC adviser	Jun 4, 2013	Jun 10, 2026	no	LAKE OSWEGO, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• W••••• M••••••••• L••	P•••••••• W••••• P•••••••• L••	Jun 10, 2026	May 1, 2026	-40	Firm change after gap	RIA to RIA
V•••• P•••••• A•••••••• L••	S••••••••• W••••• M••••••••• L••	Feb 23, 2011	Jun 4, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
167539:331565:OR:2026-06-10	Jun 10, 2026	May 1, 2026	LAKE OSWEGO, OR	Firm change after gap

Relationships

Registered with (4)

→ P•••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
May 1, 2026 to presentfactForm ADV
→ S••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 4, 2013 to Jun 10, 2026factForm ADV
→ M••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
May 3, 2002 to Dec 16, 2013factForm ADV
→ V•••• P•••••• A•••••••• L••

Dated events

Occurred
Jun 10, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:339b76f8-cfb9-6fc4-514d-f7e397c68f73
First observed: May 3, 2002
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.