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

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RIA / WealthAdvisor24 years in industry

J••••••• R••• P•••••••

Advisor at P•••••••• I••••••••• M••••••••• C••••••• I•••

BOSTON, MA

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Search this name across graphsid dfx:ria:3ca137a7-68ed-52e0-f8d5-98e9cfc5adc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 21, 2002 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•••••••• I••••••••• M••••••••• C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• I••••••••• M••••••••• C••••••• I•••	Independent wealth	Oct 8, 2008	n/a	yes	BOSTON, MA	Current employment
P•••••••• I••••••••• M••••••••• C••••••• I•••	Independent wealth	Aug 21, 2002	Dec 31, 2007	no

Relationships

Registered with (1)

→ P•••••••• I••••••••• M••••••••• C••••••• I•••Registered adviserregistration: previous registration
Aug 21, 2002 to Dec 31, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ca137a7-68ed-52e0-f8d5-98e9cfc5adc8
First observed: Aug 21, 2002
Last observed: Sep 14, 2026 8 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.