DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

J••• W• P•••••

Advisor at A••••• I••••••••• A••••••• L••

Decatur, AL | HUNTSVILLE, AL

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Search this name across graphsid dfx:ria:889b3998-b060-e21e-c5c9-74e6e2119003

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 7, 2008 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: A••••• I••••••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• I••••••••• A••••••• L••	Independent wealth	Feb 6, 2026	n/a	yes	HUNTSVILLE, AL\|Decatur, AL	Current employment
S••••• A••••••• I•••	Bd affiliated wealth	Jun 30, 2016	Feb 11, 2026	no	DECATUR, AL\|Decatur, AL\|BIRMINGHAM, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• A••••••• I•••	A••••• I••••••••• A••••••• L••	Feb 11, 2026	Feb 6, 2026	-5	Firm change	Ibd to new firm
S••••• A••• A•••• M••••••••• I•••	S••••• A••••••• I•••	Jun 30, 2016	Jun 30, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
174182:336722:AL:2026-02-10	Feb 11, 2026	Feb 6, 2026	DECATUR, AL	Firm change

Relationships

Registered with (3)

→ A••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Feb 6, 2026 to presentfactForm ADV
→ S••••• A••••••• I•••Registered adviserregistration: previous registration
Jun 30, 2016 to Feb 11, 2026factForm ADV
→ S••••• A••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Nov 7, 2008 to Jun 30, 2016factForm ADV

Dated events

Occurred
Feb 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:889b3998-b060-e21e-c5c9-74e6e2119003
First observed: Nov 7, 2008
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.