DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

J•• E••••• P••••••

Advisor at F••••••• W••••• M••••••••• I•••

Edina, MN

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Search this name across graphsid dfx:ria:731c124b-3bd5-f042-a4a5-3fb1b22573f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2004 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: F••••••• W••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 2, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• W••••• M••••••••• I•••	Independent wealth	Sep 12, 2016	n/a	yes	Edina, MN	Current employment
S•••••• I••••••••• S•••••••• I•••	n/a	Mar 18, 2004	Nov 14, 2005	no	RICHARDSON, TX\|DALLAS, TX\|PLANO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• I••••••••• S•••••••• I•••	F••••••• W••••• M••••••••• I•••	Nov 14, 2005	Sep 12, 2016	3,955	Firm change after gap	Other

Relationships

Registered with (2)

→ F••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Sep 12, 2016 to presentfactForm ADV
→ S•••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 18, 2004 to Nov 14, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:731c124b-3bd5-f042-a4a5-3fb1b22573f6
First observed: Mar 18, 2004
Last observed: Sep 14, 2026 9 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.