J••• P••• P••••

Advisor at P•••• W••••• M••••••••• L••

BISMARCK, ND

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96a59411-1a8b-58c7-a6b6-832830e9c782

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 8, 2008 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: P•••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• W••••• M••••••••• L••	State registered	Mar 26, 2013	n/a	yes	BISMARCK, ND	Current employment
A••••• F•••••••• P•••••••• I•••	Independent wealth	Jul 18, 2011	Dec 4, 2012	no	DAVENPORT, IA\|BISMARCK, ND

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• F•••••••• P•••••••• I•••	P•••• W••••• M••••••••• L••	Dec 4, 2012	Mar 26, 2013	112	Firm change	Other
U•• F•••••••• S••••••••• L••	A••••• F•••••••• P•••••••• I•••	Apr 18, 2011	Jul 18, 2011

Relationships

Registered with (5)

→ P•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Mar 26, 2013 to presentfactForm ADV
→ A••••• F•••••••• P•••••••• I•••Registered adviserregistration: previous registration
Jul 18, 2011 to Dec 4, 2012factForm ADV
→ U•• F•••••••• S••••••••• L••Registered adviserregistration: previous registration
Apr 11, 2011 to Apr 18, 2011factForm ADV
→ P•••• W••••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96a59411-1a8b-58c7-a6b6-832830e9c782
First observed: Dec 8, 2008
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.