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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant14 years in industry

A••• G• P••••

Advisor at J•••••• W••••• I•••

Madison, WI

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Search this name across graphsid dfx:ria:97524708-cd17-ab03-5e84-1aab73b9b09e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 16, 2012 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: J•••••• W••••• I•••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
J•••••• W••••• I•••	Mixed wealth	Jan 2, 2025	n/a	yes	Madison, WI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 6, 2018	Apr 29, 2022	no	BELLEVILLE, WI\|SAN DIEGO, CA\|BELLEVILLE, WI\|MADISON, WI

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
L•• F•••••••• L••	J•••••• W••••• I•••	Apr 29, 2022	Jan 2, 2025	979	Firm change after gap	RIA to RIA
M•• I•••••••• S•••••••• L••	L•• F•••••••• L••	Jun 19, 2018

Relationships

Registered with (3)

→ J•••••• W••••• I•••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 6, 2018 to Apr 29, 2022factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 16, 2012 to Jun 19, 2018factForm ADV

Dated events

Occurred
Apr 29, 2022
Advisor changed firm
A••• G• P•••• left L•• F•••••••• L•• for J•••••• W••••• I••• (registered 2025-01-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:97524708-cd17-ab03-5e84-1aab73b9b09e
First observed: Jul 16, 2012
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.