DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

J••• P•••••• R••••••

Advisor at F•••• C••••••• I••••••• S•••••••• I•••

Alpharetta, GA | Atlanta, GA

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Search this name across graphsid dfx:ria:39c28ba5-a850-2433-54b0-4f1d4775b719

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 19, 2015 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: F•••• C••••••• I••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 28, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• C••••••• I••••••• S•••••••• I•••	Bd affiliated wealth	Jul 2, 2025	n/a	yes	Alpharetta, GA\|Atlanta, GA	Current employment
B•••• W•••••• L••	Independent wealth	Jan 6, 2025	Jun 16, 2025	no	ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• W•••••• L••	F•••• C••••••• I••••••• S•••••••• I•••	Jun 16, 2025	Jul 2, 2025	16	Firm change	RIA to ibd
B•••• W•••••• L••	B•••• W•••••• L••	Dec 31, 2024	Jan 6, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
165931:299805:GA:2024-12-31	Dec 31, 2024	Jan 6, 2025	ATLANTA, GA	Firm change

Relationships

Registered with (5)

→ F•••• C••••••• I••••••• S•••••••• I•••Registered adviserregistration: current employment
Jul 2, 2025 to presentfactForm ADV
→ B•••• W•••••• L••Registered adviserregistration: previous registration
Jan 6, 2025 to Jun 16, 2025factForm ADV
→ B•••• W•••••• L••Registered adviserregistration: previous registration
Mar 28, 2024 to Dec 31, 2024factForm ADV
→ T••••• A••••••• S•••••••• I•••

Dated events

Occurred
Jun 16, 2025
Advisor changed firm
J••• P•••••• R•••••• left B•••• W•••••• L•• for F•••• C••••••• I••••••• S•••••••• I••• (registered 2025-07-02)
Form ADVobserved 7 days ago
Occurred
Oct 10, 2023
Advisor changed firm
J••• P•••••• R•••••• left T••••• A••••••• S•••••••• I••• for B•••• W•••••• L•• (registered 2024-03-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:39c28ba5-a850-2433-54b0-4f1d4775b719
First observed: Jun 19, 2015
Last observed: Sep 15, 2026 7 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.