DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

J••••• C•••••• P•••••

Advisor at I••••• L••

INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:58c86245-2c6d-6ecd-9c0d-816405e0657b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 25, 2007 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: I••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 22, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••• L••	Independent wealth	Aug 30, 2021	n/a	yes	INDIANAPOLIS, IN	Current employment
B••••• M••••••• M•••• M••••••••• I•••	Former SEC adviser	Feb 7, 2020	Dec 4, 2020	no	BENTONVILLE, AR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• M••••••• M•••• M••••••••• I•••	I••••• L••	Dec 4, 2020	Aug 30, 2021	269	Firm change	RIA to RIA
C•••• C•••••• L••	C••••• F•••••••• I•••••••••	Jan 30, 2020	Aug 24, 2018

Relationships

Registered with (7)

→ I••••• L••Registered adviserregistration: current employment
Aug 30, 2021 to presentfactForm ADV
→ B••••• M••••••• M•••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 7, 2020 to Dec 4, 2020factForm ADV
→ C•••• C•••••• L••Registered adviserregistration: previous registration
Nov 4, 2011 to Jan 30, 2020factForm ADV
→ C••••• F•••••••• I•••••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58c86245-2c6d-6ecd-9c0d-816405e0657b
First observed: Jun 25, 2007
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.