DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J•••••• A•••• E•••••••

Advisor at P••• G•••• F••••••••• I•••

Grand Island, NE | OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:8c0365bc-a795-e08e-edab-16f475c34fc0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2019 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••• G•••• F••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• G•••• F••••••••• I•••	Independent wealth	Jan 13, 2023	n/a	yes	Grand Island, NE\|OKLAHOMA CITY, OK	Current employment
P••• G•••• F••••••••• I•••	Independent wealth	Oct 20, 2020	Dec 31, 2022	no	OKLAHOMA CITY, OK\|Grand Island, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• S••••••••• I•••	P••• G•••• F••••••••• I•••	Oct 8, 2020	Oct 20, 2020	12	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
1137:116508:NE:2020-10-08	Oct 8, 2020	Oct 20, 2020	GRAND ISLAND, NE	Firm change

Relationships

Registered with (2)

→ P••• G•••• F••••••••• I•••Registered adviserregistration: previous registration
Oct 20, 2020 to Dec 31, 2022factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 11, 2019 to Oct 8, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c0365bc-a795-e08e-edab-16f475c34fc0
First observed: Mar 11, 2019
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.