DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

J••••• P••• M••••

Advisor at R•••••• J•••• • A••••••••• I•••

Anchorage, AK

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Search this name across graphsid dfx:ria:726dd462-dd23-24fc-6d9d-ac98543657d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 5, 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: R•••••• J•••• • A••••••••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: May 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• • A••••••••• I•••	National bd RIA	Apr 7, 2025	n/a	yes	Anchorage, AK	Current employment
K•• I••••••••• S••••••• L••	Bd affiliated wealth	Jan 22, 2025	Apr 14, 2025	no	BROOKLYN, OH\|Anchorage, AK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•• I••••••••• S••••••• L••	R•••••• J•••• • A••••••••• I•••	Apr 14, 2025	Apr 7, 2025	-7	Firm change	Ibd to ibd
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	K•• I••••••••• S••••••• L••	Sep 3, 2020	Jan 22, 2025

Relationships

Registered with (3)

→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: current employment
Apr 7, 2025 to presentfactForm ADV
→ K•• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Jan 22, 2025 to Apr 14, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 5, 2017 to Sep 3, 2020factForm ADV

Dated events

Occurred
Apr 14, 2025
Advisor changed firm
J••••• P••• M•••• left K•• I••••••••• S••••••• L•• for R•••••• J•••• • A••••••••• I••• (registered 2025-04-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:726dd462-dd23-24fc-6d9d-ac98543657d4
First observed: Jul 5, 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.