J•••• E• J•••

Advisor at P••• A••••• S••••••••• L••

CRANSTON, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:85a1789b-72cf-90f2-a242-c79859b2dee2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 1, 1997 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: P••• A••••• S••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 25, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• A••••• S••••••••• L••	Bd affiliated wealth	Nov 12, 2024	n/a	yes	CRANSTON, RI	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Dec 9, 2022	Nov 5, 2024	no	East Greenwich, RI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	P••• A••••• S••••••••• L••	Nov 5, 2024	Nov 12, 2024	7	Firm change	Ibd to ibd
C••••••• • C••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jun 1, 2023	Dec 9, 2022

Relationships

Registered with (6)

→ P••• A••••• S••••••••• L••Registered adviserregistration: current employment
Nov 12, 2024 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 9, 2022 to Nov 5, 2024factForm ADV
→ C••••••• • C••• I•••Registered adviserregistration: previous registration
Jul 27, 2018 to Jun 1, 2023factForm ADV
→ V••• F•••••••• A•••••••• I•••

Dated events

Occurred
Nov 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85a1789b-72cf-90f2-a242-c79859b2dee2
First observed: Jan 1, 1997
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.