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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J•••• P•••••• B••••

Advisor at P••••• • R••••

Boston, MA | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:603c5a80-36e1-5b61-cf26-1d67f1e0e043

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 21, 2020 to Sep 15, 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••••• • R••••
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

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
P••••• • R••••	Other adviser	Oct 31, 2024	n/a	yes	Boston, MA\|LOS ANGELES, CA	Current employment
A••••• A•••• M••••••••• U•• I•••	Former SEC adviser	Jan 4, 2021	May 6, 2024	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
A••••• A•••• M••••••••• U•• I•••	P••••• • R••••	May 6, 2024	Oct 31, 2024	178	Firm change	Other
A••••• P•••••• I••••••••• A•••• M••••••••• I•••	A••••• A•••• M••••••••• U•• I•••	Dec 31, 2020

Relationships

Registered with (3)

→ P••••• • R••••Registered adviserregistration: current employment
Oct 31, 2024 to presentfactForm ADV
→ A••••• A•••• M••••••••• U•• I•••Registered adviserregistration: previous registration
Jan 4, 2021 to May 6, 2024factForm ADV
→ A••••• P•••••• I••••••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 21, 2020 to Dec 31, 2020factForm ADV

Dated events

Occurred
May 6, 2024
Advisor changed firm
J•••• P•••••• B•••• left A••••• A•••• M••••••••• U•• I••• for P••••• • R•••• (registered 2024-10-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:603c5a80-36e1-5b61-cf26-1d67f1e0e043
First observed: Jul 21, 2020
Last observed: Sep 15, 2026 7 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.