P••• J• A•••••

Advisor at F•••••• C••••••

TAMPA, FL

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:88eadd4c-3b3a-b1cb-6959-f1584b604520

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 12, 2000 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: F•••••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• C••••••	Independent wealth	Sep 9, 2022	n/a	yes	TAMPA, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 3, 2011	Aug 18, 2022	no	MINNEAPOLIS, MN\|TAMPA, FL\|CHARLOTTE, NC\|TAMPA, FL\|TAMPA, FL\|MINNEAPOLIS, MN\|TARPON SPRINGS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	F•••••• C••••••	Aug 18, 2022	Sep 9, 2022	22	Firm change	Wirehouse to new firm
W•••• F•••• I••••••••• L••	W•••• F•••• A•••••••	Jan 3, 2011	Jan 3, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:322287:FL:2022-08-17	Aug 18, 2022	Sep 9, 2022	TARPON SPRINGS, FL	Firm change

Relationships

Registered with (4)

→ F•••••• C••••••Registered adviserregistration: current employment
Sep 9, 2022 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 3, 2011 to Aug 18, 2022factForm ADV
→ W•••• F•••• I••••••••• L••Registered adviserregistration: previous registration
Jun 7, 2006 to Jan 3, 2011factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviser

Dated events

Occurred
Aug 18, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88eadd4c-3b3a-b1cb-6959-f1584b604520
First observed: Sep 12, 2000
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.