DFX Intelligence

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

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RIA / WealthAdvisor46 years in industry

J•••• E•••••• R•••••••

Advisor at R••••••• P•••••••• L••

MEQUON, WI

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Search this name across graphsid dfx:ria:44d85dec-daf2-438c-cfb9-646bf1f91cea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 1, 1998 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: R••••••• P•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Mar 3, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 35derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••• P•••••••• L••	Other adviser	May 1, 1991	n/a	yes	MEQUON, WI	Current employment
R••••••• C•••••• M••••••••• I•••	n/a	May 1, 1998	Dec 31, 2004	no	MEQUON, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••• C•••••• M••••••••• I•••	n/a	Dec 31, 2004	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ R••••••• P•••••••• L••Registered adviserregistration: current employment
May 1, 1991 to presentfactForm ADV
→ R••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
May 1, 1998 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44d85dec-daf2-438c-cfb9-646bf1f91cea
First observed: May 1, 1998
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.