DFX Intelligence

Data Factory

B••••••• 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 / WealthAdvisor17 years in industry

B••••••• J•••• P••••

Advisor at C•••••• F•••••••• P•••••••

HADDON HEIGHTS, NJ | BROOMFIELD, CO

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 graphsid dfx:ria:5ac59546-ced2-d4cc-8c07-02768017478a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 4, 2012 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: C•••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 18, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• F•••••••• P•••••••	Independent wealth	Oct 16, 2024	n/a	yes	BROOMFIELD, CO\|HADDON HEIGHTS, NJ	Current employment
M•••••••••	n/a	Jul 24, 2017	Oct 31, 2019	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• P•••••••	M•••••••••	Apr 13, 2022	Jul 24, 2017	-1,724	Firm change after gap	Other
M•••••••••	C•••••• F•••••••• P•••••••	Oct 31, 2019

Relationships

Registered with (2)

→ C•••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Jun 4, 2012 to Apr 13, 2022factForm ADV
→ M•••••••••Registered adviserregistration: previous registration
Jul 24, 2017 to Oct 31, 2019factForm ADV

Dated events

Occurred
Apr 13, 2022
Advisor changed firm
B••••••• J•••• P•••• left C•••••• F•••••••• P••••••• for Myfinancialanswers (registered 2017-07-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ac59546-ced2-d4cc-8c07-02768017478a
First observed: Jun 4, 2012
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.