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

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RIA / WealthAdvisorChartered Financial Analyst16 years in industry

J•••• P•••••• R••••••

Advisor at O•••••• P•••••••

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:8821d18f-1efb-5127-2782-36e1f77f291e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 15, 2011 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: O•••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 7derivedfrom 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
O•••••• P•••••••	Independent wealth	Nov 14, 2018	n/a	yes	SAN FRANCISCO, CA	Current employment
R••• B•••• C•••••• M••••••••• L•	Asset manager	Feb 15, 2011	Nov 6, 2018	no

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
R••• B•••• C•••••• M••••••••• L•	O•••••• P•••••••	Nov 6, 2018	Nov 14, 2018	8	Firm change	RIA to RIA

Relationships

Registered with (2)

→ O•••••• P•••••••Registered adviserregistration: current employment
Nov 14, 2018 to presentfactForm ADV
→ R••• B•••• C•••••• M••••••••• L•Registered adviserregistration: previous registration
Feb 15, 2011 to Nov 6, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8821d18f-1efb-5127-2782-36e1f77f291e
First observed: Feb 15, 2011
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.