DFX Intelligence

S••• J• C••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor27 years in industry

S••• J• C••••••••

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

SILVER SPRING, MD

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Search this name across graphsid dfx:ria:4092ce2c-f4a1-c247-e5a5-f4c11661e1e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2000 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•••• A•• C•••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 10, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• A•• C•••••• A•••••••• L••	State registered	Apr 22, 2008	n/a	yes	SILVER SPRING, MD	Current employment
F•••••• B•••• W••••• L••	n/a	May 18, 2001	Apr 17, 2007	no	WASHINGTON, DC\|BALTIMORE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••••• A•••••••••	F•••••• B•••• W••••• L••	Nov 6, 2008	May 18, 2001	-2,729	Firm change after gap	Other
F•••••• B•••• W••••• L••	P•••• A•• C•••••• A•••••••• L••	Apr 17, 2007	Apr 22, 2008

Relationships

Registered with (3)

→ P•••• A•• C•••••• A•••••••• L••Registered adviserregistration: current employment
Apr 22, 2008 to presentfactForm ADV
→ M••••••••• A•••••••••Registered adviserregistration: previous registration
Jan 1, 2000 to Nov 6, 2008factForm ADV
→ F•••••• B•••• W••••• L••Registered adviserregistration: previous registration
May 18, 2001 to Apr 17, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4092ce2c-f4a1-c247-e5a5-f4c11661e1e7
First observed: Jan 1, 2000
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.