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

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

J•• M•••••• E••••••

Advisor at F•••• P••••••• W•••••• L••

MENLO PARK, CA

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Search this name across graphsid dfx:ria:916f5c42-7c34-9b93-048e-84a0f64c245f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2018 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 29, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
F•••• P••••••• W•••••• L••	Independent wealth	Jul 1, 2025	n/a	yes	MENLO PARK, CA	Current employment
B••••••• W••••• A•••••••	Former SEC adviser	Mar 22, 2018	Jul 9, 2025	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
B••••••• W••••• A•••••••	F•••• P••••••• W•••••• L••	Jul 9, 2025	Jul 1, 2025	-8	Channel change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
287758:159289:CA:2025-07-09	Jul 9, 2025	Jul 1, 2025	MENLO PARK, CA	Firm change

Relationships

Registered with (2)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jul 1, 2025 to presentfactForm ADV
→ B••••••• W••••• A•••••••Registered adviserregistration: previous registration
Mar 22, 2018 to Jul 9, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:916f5c42-7c34-9b93-048e-84a0f64c245f
First observed: Mar 22, 2018
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.