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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

J•• J• P••••••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

STRONGSVILLE, OH | Strongsville, OH

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Search this name across graphsid dfx:ria:73ca1310-e4d3-37f7-4029-c42b9228f7dd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2004 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 14derivedfrom 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
D••••• F•••••••• P••••••• A•••••••	No RAUM reported	Mar 11, 2026	n/a	yes	STRONGSVILLE, OH	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Nov 7, 2011	n/a	yes

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
T•••• S••••• S••••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Nov 10, 2011	Nov 7, 2011	-3	Firm change	Other

Relationships

Registered with (3)

→ D••••• F•••••••• P••••••• A•••••••Registered adviserregistration: current employment
Mar 11, 2026 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Nov 7, 2011 to presentfactForm ADV
→ T•••• S••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 12, 2004 to Nov 10, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73ca1310-e4d3-37f7-4029-c42b9228f7dd
First observed: Jan 12, 2004
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.