DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

J••• W•••••• P••••

Advisor at P••••• A••••••• L••

GRAND ISLAND, NE

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Search this name across graphsid dfx:ria:483e9d50-a467-b8ed-ae23-5cf0f85a2199

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 28, 2006 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••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 26, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••• A••••••• L••	State registered	Jan 22, 2019	n/a	yes	GRAND ISLAND, NE	Current employment
N•••• G••••	Independent wealth	May 22, 2015	Jan 4, 2019	no	GRAND ISLAND, NE\|ROCHESTER, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••• G••••	P••••• A••••••• L••	Jan 4, 2019	Jan 22, 2019	18	Firm change	RIA to state RIA
W••••• A••••••• N••••••• I•••	N•••• G••••	May 18, 2015	May 22, 2015

Relationships

Registered with (4)

→ P••••• A••••••• L••Registered adviserregistration: current employment
Jan 22, 2019 to presentfactForm ADV
→ N•••• G••••Registered adviserregistration: previous registration
May 22, 2015 to Jan 4, 2019factForm ADV
→ W••••• A••••••• N••••••• I•••Registered adviserregistration: previous registration
Jun 12, 2008 to May 18, 2015factForm ADV
→ T••••••• I••••••••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:483e9d50-a467-b8ed-ae23-5cf0f85a2199
First observed: Jul 28, 2006
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.