DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

J••••• P••• N•••••

Advisor at A••••••••• W••••• P•••••••

Minneapolis, MN | MINNETONKA, MN

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Search this name across graphsid dfx:ria:9c12551e-f472-0188-7797-d4dd120dfecc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2014 to Sep 15, 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: A••••••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• W••••• P•••••••	Independent wealth	Jan 29, 2014	n/a	yes	MINNETONKA, MN\|Minneapolis, MN	Current employment
C••••• A•••••• N••••••• L••	Former SEC adviser	Jan 8, 2014	Jul 2, 2019	no	MINNEAPOLIS, MN\|LINO LAKES, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A•••••• N••••••• L••	A••••••••• W••••• P•••••••	Jul 2, 2019	Jan 29, 2014	-1,980	Firm change after gap	Other

Relationships

Registered with (2)

→ A••••••••• W••••• P•••••••Registered adviserregistration: current employment
Jan 29, 2014 to presentfactForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Jan 8, 2014 to Jul 2, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c12551e-f472-0188-7797-d4dd120dfecc
First observed: Jan 8, 2014
Last observed: Sep 15, 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.