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

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

J••••••• B•••• Q••••••

Advisor at C••••••• P•••••••

MCLEAN, VA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:6a0955f9-aa73-437e-14e3-8f2872afc0d9

Data as of Sep 14, 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: 0
On other graphs: 0
Observed: Nov 19, 2002 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••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 18, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

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
C••••••• P•••••••	Independent wealth	Apr 20, 2021	n/a	yes	MCLEAN, VA\|OVERLAND PARK, KS	Current employment
E•••••• C•••••• M••••••••• L••	Former SEC adviser	Feb 14, 2003	Oct 1, 2004	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
S••• F•••••••• A•••••••	E•••••• C•••••• M••••••••• L••	Apr 13, 2021	Feb 14, 2003	-6,633	Firm change after gap	Other
E•••••• C•••••• M••••••••• L••	C••••••• P•••••••	Oct 1, 2004

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109732:42159:VA:2021-04-13	Apr 13, 2021	Feb 14, 2003	MCLEAN, VA	Firm change after gap

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
Apr 20, 2021 to presentfactForm ADV
→ S••• F•••••••• A•••••••Registered adviserregistration: previous registration
Nov 19, 2002 to Apr 13, 2021factForm ADV
→ E•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 14, 2003 to Oct 1, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a0955f9-aa73-437e-14e3-8f2872afc0d9
First observed: Nov 19, 2002
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.