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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

R••••• J••••• P•••••

Advisor at P•••••• W••••• M••••••••• L••

AVON, OH

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Search this name across graphsid dfx:ria:63f9beed-0aa7-b8e1-c816-8e40cbaac214

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 20, 2017 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: P•••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• W••••• M••••••••• L••	State registered	Aug 27, 2024	n/a	yes	AVON, OH	Current employment
A••••• L••••• A•••••••• L••	State registered	Jul 20, 2017	Nov 4, 2024	no	CORONA, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• L••••• A•••••••• L••	P•••••• W••••• M••••••••• L••	Nov 4, 2024	Aug 27, 2024	-69	Firm change after gap	Other

Relationships

Registered with (2)

→ P•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 27, 2024 to presentfactForm ADV
→ A••••• L••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 20, 2017 to Nov 4, 2024factForm ADV

Dated events

Occurred
Nov 4, 2024
Advisor changed firm
R••••• J••••• P••••• left A••••• L••••• A•••••••• L•• for P•••••• W••••• M••••••••• L•• (registered 2024-08-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63f9beed-0aa7-b8e1-c816-8e40cbaac214
First observed: Jul 20, 2017
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.