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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

P•••••• J••••• S••••

Advisor at A•••••• W••••• A•••••••

BLUE BELL, PA

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Search this name across graphsid dfx:ria:8f12b443-6c57-86fd-6436-2bce04171de1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 20, 2016 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: A•••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 12, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• W••••• A•••••••	Independent wealth	Feb 26, 2021	n/a	yes	BLUE BELL, PA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 21, 2016	Mar 1, 2021	no	PHILADELPHIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A•••••• W••••• A•••••••	Mar 1, 2021	Feb 26, 2021	-3	Firm change	Wirehouse to new firm
E•••••••• A•••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jul 25, 2016	Jul 21, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:312463:PA:2021-03-01	Mar 1, 2021	Feb 26, 2021	PHILADELPHIA, PA	Firm change

Relationships

Registered with (3)

→ A•••••• W••••• A•••••••Registered adviserregistration: current employment
Feb 26, 2021 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 21, 2016 to Mar 1, 2021factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 20, 2016 to Jul 25, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f12b443-6c57-86fd-6436-2bce04171de1
First observed: Jun 20, 2016
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.