DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant21 years in industry

P•••••• J•••• S•••••••••

Advisor at A•••• I••••••••• G••••

Memphis, TN | WAYNE, PA

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Search this name across graphsid dfx:ria:61a81a94-882b-5c14-30e5-163e059c8226

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 26, 2005 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: A•••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 24, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• I••••••••• G••••	Independent wealth	Mar 6, 2025	n/a	yes	Memphis, TN\|WAYNE, PA	Current employment
C•••• P•••••• W•••••• L••	State registered	Feb 8, 2024	Mar 7, 2025	no	MEMPHIS, TN\|Memphis, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• P•••••• W•••••• L••	A•••• I••••••••• G••••	Mar 7, 2025	Mar 6, 2025	-1	Firm change	Other
E•••• S••••••••• L••	C•••• P•••••• W•••••• L••	Apr 6, 2016	Feb 8, 2024

Relationships

Registered with (4)

→ A•••• I••••••••• G••••Registered adviserregistration: current employment
Mar 6, 2025 to presentfactForm ADV
→ C•••• P•••••• W•••••• L••Registered adviserregistration: previous registration
Feb 8, 2024 to Mar 7, 2025factForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Jun 6, 2006 to Apr 6, 2016factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Occurred
Mar 7, 2025
Advisor changed firm
P•••••• J•••• S••••••••• left C•••• P•••••• W•••••• L•• for A•••• I••••••••• G•••• (registered 2025-03-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61a81a94-882b-5c14-30e5-163e059c8226
First observed: May 26, 2005
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.