DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

J••••• M•••••• G••••••••

Advisor at P•••••• C•••• A•••• M••••••••• L••

Kentfiled, CA

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Search this name across graphsid dfx:ria:39f79df0-ebb6-9233-f17e-375cd01013b9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Apr 8, 1994 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•••••• C•••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 31, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• C•••• A•••• M••••••••• L••	State registered	Nov 22, 2024	n/a	yes	Kentfiled, CA	Current employment
L••• K••••	State registered	Oct 22, 2024	Jan 2, 2025	no	San Francisco, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••• K••••	P•••••• C•••• A•••• M••••••••• L••	Jan 2, 2025	Nov 22, 2024	-41	Firm change after gap	Other
D••••• C•••••• M•••••••••	L••• K••••	Nov 13, 2024	Oct 22, 2024

Relationships

Registered with (4)

→ P•••••• C•••• A•••• M••••••••• L••Registered adviserregistration: current employment
Nov 22, 2024 to presentfactForm ADV
→ L••• K••••Registered adviserregistration: previous registration
Oct 22, 2024 to Jan 2, 2025factForm ADV
→ D••••• C•••••• M•••••••••Registered adviserregistration: previous registration
May 14, 2013 to Nov 13, 2024factForm ADV
→ W•• I••••••••• I•••Registered adviser

Dated events

Occurred
Jan 2, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 13, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:39f79df0-ebb6-9233-f17e-375cd01013b9
First observed: Apr 8, 1994
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.