J•• B•••• P•••

Advisor at P•••••• A•••••• G••••• L••

MORRISTOWN, NJ | Hugo, OK

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:678008c3-61da-0313-80d9-a314dceb5241

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 13, 2001 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•••••• A•••••• G••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• A•••••• G••••• L••	Bd affiliated wealth	Sep 8, 2026	n/a	yes	Hugo, OK\|MORRISTOWN, NJ	Current employment
M•••••• A•••••• N••••••	Bd affiliated wealth	Dec 4, 2023	Sep 9, 2026	no	Hugo, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• A•••••• N••••••	P•••••• A•••••• G••••• L••	Sep 9, 2026	Sep 8, 2026	-1	Channel change	Ibd to ibd
L••••• W••••• P•••••••• L••	M•••••• A•••••• N••••••	Dec 4, 2023	Dec 4, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
289212:283824:NV:2023-12-04	Dec 4, 2023	Dec 4, 2023	RENO, NV	Firm change

Relationships

Registered with (5)

→ P•••••• A•••••• G••••• L••Registered adviserregistration: current employment
Sep 8, 2026 to presentfactForm ADV
→ M•••••• A•••••• N••••••Registered adviserregistration: previous registration
Dec 4, 2023 to Sep 9, 2026factForm ADV
→ L••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Nov 7, 2017 to Dec 4, 2023factForm ADV
→ F•••• F•••••••• E••••• C•••••••••

Dated events

Occurred
Dec 4, 2023
A•••••• firm change
J•• B•••• P••• left L••••• W••••• P•••••••• L•• for M•••••• A•••••• N•••••• (registered 2023-12-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:678008c3-61da-0313-80d9-a314dceb5241
First observed: Sep 13, 2001
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.