DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

R••• J••• P••••••••

Advisor at I•• C••••••• L••

FOSTER CITY, CA

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Search this name across graphsid dfx:ria:36dcef2b-0b1a-2a22-e09f-960bd9824bad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 17, 2016 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: I•• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• C••••••• L••	Independent wealth	Jun 11, 2019	n/a	yes	FOSTER CITY, CA	Current employment
J••• M••••• P•••••• W••••• A••••••• L••	Former SEC adviser	Oct 17, 2016	Jun 4, 2019	no	MENLO PARK, CA\|Palo Alto, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• P•••••• W••••• A••••••• L••	I•• C••••••• L••	Jun 4, 2019	Jun 11, 2019	7	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
108559:301819:CA:2019-06-04	Jun 4, 2019	Jun 11, 2019	PALO ALTO, CA	Firm change

Relationships

Registered with (2)

→ I•• C••••••• L••Registered adviserregistration: current employment
Jun 11, 2019 to presentfactForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Oct 17, 2016 to Jun 4, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36dcef2b-0b1a-2a22-e09f-960bd9824bad
First observed: Oct 17, 2016
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.