DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

M•••••• J••••• P••••••

Advisor at G•••• W••••• F••••••••

SHOREVIEW, MN

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Search this name across graphsid dfx:ria:9527645a-24bf-f1d1-d423-794eb9e347fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2013 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: G•••• W••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• W••••• F••••••••	Independent wealth	Apr 6, 2022	n/a	yes	SHOREVIEW, MN	Current employment
A••••••••• W••••• P•••••••	Independent wealth	Jul 6, 2015	Apr 28, 2022	no	NEW HOPE, MN\|MINNETONKA, MN\|Minneapolis, MN\|Minneapolis, MN\|Minneapolis, MN\|White Bear Lake, MN\|Minneapolis, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• W••••• P•••••••	G•••• W••••• F••••••••	Apr 28, 2022	Apr 6, 2022	-22	Firm change	RIA to new firm
R•••••• W••••• A•••••••• I•••	A••••••••• W••••• P•••••••	Nov 3, 2015	Jul 6, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
113074:308215:MN:2022-04-28	Apr 28, 2022	Apr 6, 2022	MINNEAPOLIS, MN	Firm change
146616:113074:MN:2015-11-03	Nov 3, 2015	Jul 6, 2015	NEW HOPE, MN	Firm change after gap

Relationships

Registered with (3)

→ G•••• W••••• F••••••••Registered adviserregistration: current employment
Apr 6, 2022 to presentfactForm ADV
→ A••••••••• W••••• P•••••••Registered adviserregistration: previous registration
Jul 6, 2015 to Apr 28, 2022factForm ADV
→ R•••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 19, 2013 to Nov 3, 2015factForm ADV

Dated events

Occurred
Apr 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9527645a-24bf-f1d1-d423-794eb9e347fc
First observed: Dec 19, 2013
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.