DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

J••• P•••••• C••••••

Advisor at G••••••••• A•••••••• L••

TOWSON, MD

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Search this name across graphsid dfx:ria:7c3ba213-b5d2-7514-f1e3-dfdd686c0f92

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2001 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: G••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 27, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••••• A•••••••• L••	Independent wealth	Dec 11, 2023	n/a	yes	TOWSON, MD	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Feb 6, 2001	Oct 12, 2004	no	TOWSON, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	G••••••••• A•••••••• L••	Oct 12, 2004	Dec 11, 2023	6,999	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (2)

→ G••••••••• A•••••••• L••Registered adviserregistration: current employment
Dec 11, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 6, 2001 to Oct 12, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c3ba213-b5d2-7514-f1e3-dfdd686c0f92
First observed: Feb 6, 2001
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.