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

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RIA / WealthAdvisordual registered (broker-dealer)43 years in industry

J••• P•••••• M•••••••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

NORTH BETHESDA, MD | JUNO BEACH, FL

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Search this name across graphsid dfx:ria:8fdca104-3c65-c474-4af1-39ab351fb609

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 1, 1996 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Apr 12, 2010	n/a	yes	NORTH BETHESDA, MD\|JUNO BEACH, FL	Current employment
J•••••••• L•••• • C•• I•••••••••	n/a	Sep 26, 2007	Apr 14, 2010	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••••• L•••• • C•• I•••••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Apr 14, 2010	Apr 12, 2010	-2	Firm change	Other
J••••••• L•••• A•••• M••••••••• I••	J•••••••• L•••• • C•• I•••••••••	Apr 14, 2010

Relationships

Registered with (3)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Apr 12, 2010 to presentfactForm ADV
→ J••••••• L•••• A•••• M••••••••• I••Registered adviserregistration: previous registration
Nov 1, 1996 to Apr 14, 2010factForm ADV
→ J•••••••• L•••• • C•• I•••••••••Registered adviserregistration: previous registration
Sep 26, 2007 to Apr 14, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8fdca104-3c65-c474-4af1-39ab351fb609
First observed: Nov 1, 1996
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.