DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J•••••• P••• V••••••

Advisor at M••••• F•••••••• C•••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:378612a9-83a9-8001-6dad-4ed64908c5ac

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 3
On other graphs: 0
Observed: Aug 1, 2016 to Sep 16, 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: M••••• F•••••••• C•••••••• I•••
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: 0derivedfrom the current registration's begin date
Current registrations: 2

Registration history

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Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W•••••	Independent wealth	Sep 15, 2026	n/a	yes	MT. PLEASANT, SC\|WEST HARTFORD, CT	Current employment
M••••• F•••••••• C•••••••• I•••	Independent wealth	Aug 28, 2026	n/a	yes	MOUNT PLEASANT, SC	Current employment

Relationships

Registered with (1)

→ M••••• F•••••••• C•••••••• I•••Registered adviserregistration: current employment
Aug 28, 2026 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Show 3 bookkeeping events

Occurred
Sep 15, 2026
••• Locked
Occurred
Sep 15, 2026
••• Locked
Occurred
Aug 28, 2026
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Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:378612a9-83a9-8001-6dad-4ed64908c5ac
First observed: Aug 1, 2016
Last observed: Sep 16, 2026 6 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.