DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst27 years in industry

J•••• F• F••••••

Advisor at P••••••• A••••••••• L•••

NEW YORK, NY | RED BANK, NJ

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Search this name across graphsid dfx:ria:7a5410b1-5995-689d-1154-979c90c3151b

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

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 1, 1999 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: P••••••• A••••••••• L•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 24derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• W••••• M•••••••••	Independent wealth	Sep 20, 2011	n/a	yes	RED BANK, NJ	Current employment
P••••••• A••••••••• L•••	Mixed wealth	Jul 23, 2002	n/a	yes	RED BANK, NJ\|NEW YORK, NY	Current employment

Relationships

Registered with (2)

→ W••••• W••••• M•••••••••Registered adviserregistration: current employment
Sep 20, 2011 to presentfactForm ADV
→ P••••••• A••••••••• L•••Registered adviserregistration: current employment
Jul 23, 2002 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a5410b1-5995-689d-1154-979c90c3151b
First observed: Feb 1, 1999
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.