DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

M•••••• J••• P••••••••

Advisor at B•• P•••••••• I•••

CEDAR RAPIDS, IA | Webster Groves, MO

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Search this name across graphsid dfx:ria:90754a6f-32f1-dec5-0764-847e471fe621

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 22, 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: B•• P•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 8, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• P•••••••• I•••	Bd affiliated wealth	Jan 4, 2017	n/a	yes	Webster Groves, MO\|CEDAR RAPIDS, IA	Current employment
T•• A•••••••• I•••	Bd affiliated wealth	Oct 27, 2009	Dec 31, 2016	no	WEBSTER GROVES, MO\|SUMMIT, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• A•••••••• I•••	B•• P•••••••• I•••	Dec 31, 2016	Jan 4, 2017	4	Firm change	Other
F•••• H•••••••• C••••••••• I•••	T•• A•••••••• I•••	Oct 1, 2009	Oct 27, 2009

Relationships

Registered with (5)

→ B•• P•••••••• I•••Registered adviserregistration: current employment
Jan 4, 2017 to presentfactForm ADV
→ T•• A•••••••• I•••Registered adviserregistration: previous registration
Oct 27, 2009 to Dec 31, 2016factForm ADV
→ F•••• H•••••••• C••••••••• I•••Registered adviserregistration: previous registration
Mar 3, 2009 to Oct 1, 2009factForm ADV
→ F•••• T•••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90754a6f-32f1-dec5-0764-847e471fe621
First observed: Jul 22, 2002
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.