DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)40 years in industry

P••• J••• K•••••

Advisor at C•••••• A• W••••• M•••••••••

CRANBERRY TWP., PA | CANFIELD, OH

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Search this name across graphsid dfx:ria:9c1c1751-c570-040c-05b5-01724ac77420

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 9, 2001 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: C•••••• A• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 11, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• A• W••••• M•••••••••	Independent wealth	Feb 8, 2024	n/a	yes	CRANBERRY TWP., PA\|CANFIELD, OH	Current employment
S••••• A••••••• I•••	Bd affiliated wealth	Jan 30, 2015	Jan 25, 2024	no	Canfield, OH\|BIRMINGHAM, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• A••••••• I•••	C•••••• A• W••••• M•••••••••	Jan 25, 2024	Feb 8, 2024	14	Firm change	Ibd to RIA
S••••• A••• I••••••••• A•••••• S•••••••• I•••	S••••• A••••••• I•••	Jan 30, 2015	Jan 30, 2015

Relationships

Registered with (3)

→ C•••••• A• W••••• M•••••••••Registered adviserregistration: current employment
Feb 8, 2024 to presentfactForm ADV
→ S••••• A••••••• I•••Registered adviserregistration: previous registration
Jan 30, 2015 to Jan 25, 2024factForm ADV
→ S••••• A••• I••••••••• A•••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 9, 2001 to Jan 30, 2015factForm ADV

Dated events

Occurred
Jan 25, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c1c1751-c570-040c-05b5-01724ac77420
First observed: Jan 9, 2001
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.