DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J•••••• L••••••• P•••••

Advisor at J•••••• W••••• I•••

MILWAUKEE, WI

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Search this name across graphsid dfx:ria:98b9d8c8-6b1c-0cbc-82c9-5b9b15805a80

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Apr 17, 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: J•••••• W••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2012earliest 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• W••••• I•••	Mixed wealth	Aug 11, 2025	n/a	yes	MILWAUKEE, WI	Current employment
A•••• W••••• M••••••••• L••	Independent wealth	Jun 25, 2024	Jul 3, 2025	no	BROOKFIELD, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• W••••• M••••••••• L••	J•••••• W••••• I•••	Jul 3, 2025	Aug 11, 2025	39	Firm change	RIA to RIA
T•• M••••• G••••• L••	A•••• W••••• M••••••••• L••	Apr 10, 2024	Jun 25, 2024

Relationships

Registered with (6)

→ J•••••• W••••• I•••Registered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ A•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 25, 2024 to Jul 3, 2025factForm ADV
→ T•• M••••• G••••• L••Registered adviserregistration: previous registration
Jul 10, 2023 to Apr 10, 2024factForm ADV
→ C••••••• P•••••••

Dated events

Occurred
Jul 3, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 26, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98b9d8c8-6b1c-0cbc-82c9-5b9b15805a80
First observed: Apr 17, 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.