DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

J•••• J••• P•••••••

Advisor at G•••••••• F•••••••• A•••••••• L••

Bellevue, WA

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Search this name across graphsid dfx:ria:87ebffff-d5fa-bff5-e482-97efd3071ba5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2021 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•••••••• F•••••••• A•••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Dec 15, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• F•••••••• A•••••••• L••	Institutional manager	Apr 21, 2022	n/a	yes	Bellevue, WA	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Jan 26, 2021	Mar 31, 2022	no	AUSTIN, TX\|BELLEVUE, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	G•••••••• F•••••••• A•••••••• L••	Mar 31, 2022	Apr 21, 2022	21	Bulk transfer	Other

Relationships

Registered with (2)

→ G•••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 21, 2022 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 26, 2021 to Mar 31, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87ebffff-d5fa-bff5-e482-97efd3071ba5
First observed: Jan 26, 2021
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.