DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

J•••••• P••• M••••••••

Advisor at C••••• W••••• F•••••••• P••••••• L••

SAINT JOHNS, FL

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Search this name across graphsid dfx:ria:5d158425-61d3-f2c6-90ba-474d4e75ba85

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 22, 2014 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••••• W••••• F•••••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 3, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• W••••• F•••••••• P••••••• L••	State registered	Mar 5, 2021	n/a	yes	SAINT JOHNS, FL	Current employment
W••••• M•••	State registered	Jun 22, 2022	Sep 5, 2023	no	Saint Johns, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• M•••	n/a	Sep 5, 2023	n/a	n/a	Departure no registered destination	Departure
A••••• A•• P••••••• S•••••••	C••••• W••••• F•••••••• P••••••• L••	Nov 13, 2020	Mar 5, 2021	112

Relationships

Registered with (3)

→ C••••• W••••• F•••••••• P••••••• L••Registered adviserregistration: current employment
Mar 5, 2021 to presentfactForm ADV
→ W••••• M•••Registered adviserregistration: previous registration
Jun 22, 2022 to Sep 5, 2023factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Dec 22, 2014 to Nov 13, 2020factForm ADV

Dated events

Occurred
Sep 5, 2023
Advisor departed, no destination yet
J•••••• P••• M•••••••• no longer registered at W••••• M•••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d158425-61d3-f2c6-90ba-474d4e75ba85
First observed: Dec 22, 2014
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.