DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner11 years in industry

A••• J••••••• P••••

Advisor at F•••• P••••••• W•••••• L••

Deerfield, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 9:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 2, 2018 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Jan 4, 2026	n/a	yes	Deerfield, IL	Current employment
N••••••••• A•••• M••••••••• L••	Independent wealth	May 3, 2024	Mar 20, 2026	no	Deerfield, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• A•••• M••••••••• L••	F•••• P••••••• W•••••• L••	Mar 20, 2026	Jan 4, 2026	-75	Bulk transfer	RIA to RIA
S•••••••• W••••• P•••••••	N••••••••• A•••• M••••••••• L••	May 6, 2024	May 3, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
174052:282241:IL:2024-05-06	May 6, 2024	May 3, 2024	DEERFIELD, IL	Firm change

Relationships

Registered with (4)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jan 4, 2026 to presentfactForm ADV
→ N••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
May 3, 2024 to Mar 20, 2026factForm ADV
→ S•••••••• W••••• P•••••••Registered adviserregistration: previous registration
Sep 25, 2018 to May 6, 2024factForm ADV
→ C••••••• P•••••••

Dated events

Order

Occurred
6 May 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 2, 2018
Last observed: Sep 14, 2026 10 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.