DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor19 years in industry

P••••• J••• R•••••••

Advisor at C••••••• P•••••••

Austin, TX | OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3b69b17b-16e7-c94d-f0fa-d2453f4dd2d1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 10, 2008 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Apr 2, 2024	n/a	yes	OVERLAND PARK, KS\|Austin, TX	Current employment
M••• W••••• M••••••••• L••	Former SEC adviser	Jun 10, 2008	May 29, 2024	no	AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••• W••••• M••••••••• L••	C••••••• P•••••••	May 29, 2024	Apr 2, 2024	-57	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
109359:105348:TX:2024-05-29	May 29, 2024	Apr 2, 2024	AUSTIN, TX	Firm change after gap

Relationships

Registered with (2)

→ C••••••• P•••••••Registered adviserregistration: current employment
Apr 2, 2024 to presentfactForm ADV
→ M••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 10, 2008 to May 29, 2024factForm ADV

Dated events

Occurred
May 29, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b69b17b-16e7-c94d-f0fa-d2453f4dd2d1
First observed: Jun 10, 2008
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.