DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant28 years in industry

J••• P••••• F•••••••

Advisor at R•••••••• F•••••••• L••

SOMERS POINT, NJ | Bushkill, PA

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Search this name across graphsid dfx:ria:6dbbc956-766b-e775-c208-3d191485b6b8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 10, 2002 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: R•••••••• F•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 29, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••••• F•••••••• L••	State registered	Jul 9, 2019	n/a	yes	SOMERS POINT, NJ\|Bushkill, PA	Current employment
C•••••• F•••••••• P•••••••	Independent wealth	May 25, 2016	Jul 1, 2019	no	Millville, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• P•••••••	R•••••••• F•••••••• L••	Jul 1, 2019	Jul 9, 2019	8	Firm change	RIA to state RIA
C•••••••• I••••••••• R••••••• A•••••••• I•••	C•••••• F•••••••• P•••••••	Jun 16, 2016	May 25, 2016

Relationships

Registered with (4)

→ R•••••••• F•••••••• L••Registered adviserregistration: current employment
Jul 9, 2019 to presentfactForm ADV
→ C•••••• F•••••••• P•••••••Registered adviserregistration: previous registration
May 25, 2016 to Jul 1, 2019factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 2, 2009 to Jun 16, 2016factForm ADV
→ C••••••••• A•••••••• I••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6dbbc956-766b-e775-c208-3d191485b6b8
First observed: Sep 10, 2002
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.