DFX Intelligence

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

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RIA / WealthAdvisor43 years in industry

J•••••• L••• P•••••••••

Advisor at P•• C•••••• M••••••••• L••

COLUMBUS, OH

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Search this name across graphsid dfx:ria:4ab0afc8-3c56-9335-065d-0c89b7660103

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 22, 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•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 31, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• C•••••• M••••••••• L••	Independent wealth	Oct 8, 2021	n/a	yes	COLUMBUS, OH	Current employment
W•••• F•••• A•••••••	Wirehouse	Mar 5, 2007	Aug 10, 2021	no	UPPER ARLINGTON, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	P•• C•••••• M••••••••• L••	Aug 10, 2021	Oct 8, 2021	59	Firm change	Wirehouse to new firm
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	Mar 14, 2007	Mar 5, 2007

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:315241:OH:2021-08-06	Aug 10, 2021	Oct 8, 2021	UPPER ARLINGTON, OH	Firm change

Relationships

Registered with (3)

→ P•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 8, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 5, 2007 to Aug 10, 2021factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Sep 22, 2000 to Mar 14, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ab0afc8-3c56-9335-065d-0c89b7660103
First observed: Sep 22, 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.