DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

J••• P• P••••••••

Advisor at F•• C•••••• P•••••••

BETHESDA, MD

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Search this name across graphsid dfx:ria:96161c30-86e4-b7e8-6596-4d57754187cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 20, 2015 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•• C•••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•• C•••••• P•••••••	Independent wealth	Oct 31, 2017	n/a	yes	BETHESDA, MD	Current employment
T••••• I••••••••• P••••••• L••	Mixed wealth	Feb 20, 2015	Jul 25, 2017	no	BETHESDA, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• I••••••••• P••••••• L••	F•• C•••••• P•••••••	Jul 25, 2017	Oct 31, 2017	98	Firm change	Other

Relationships

Registered with (2)

→ F•• C•••••• P•••••••Registered adviserregistration: current employment
Oct 31, 2017 to presentfactForm ADV
→ T••••• I••••••••• P••••••• L••Registered adviserregistration: previous registration
Feb 20, 2015 to Jul 25, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96161c30-86e4-b7e8-6596-4d57754187cc
First observed: Feb 20, 2015
Last observed: Sep 14, 2026 9 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.