DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

J••• E••••• G••••••

Advisor at P•••• C•••••• M••••••••• L••

BOCA RATON, FL

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Search this name across graphsid dfx:ria:8c108984-2ca1-a530-5b8c-6130af07db81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 19, 2002 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•••• C•••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jul 19, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• C•••••• M••••••••• L••	Asset manager	Jan 21, 2016	n/a	yes	BOCA RATON, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 13, 2004	Jul 5, 2005	no	MARGATE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	P•••• C•••••• M••••••••• L••	Jul 5, 2005	Jan 21, 2016	3,852	Firm change after gap	Other
O••••••••• A•••• M•••••••••	W•••• F•••• A•••••••	Aug 4, 2004	Aug 13, 2004

Relationships

Registered with (6)

→ P•••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jan 21, 2016 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 13, 2004 to Jul 5, 2005factForm ADV
→ O••••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Apr 23, 2003 to Aug 4, 2004factForm ADV
→ O••••••••• • C•• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c108984-2ca1-a530-5b8c-6130af07db81
First observed: Jul 19, 2002
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.