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

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RIA / WealthAdvisor10 years in industry

J•••••• P••••• G•••••••

Advisor at W••••••••• A••••••• P••••••• L••

JUPITER, FL | WEST CHESTER, PA

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Search this name across graphsid dfx:ria:9e906866-d34d-8493-71cd-69688c26d69f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 22, 2016 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: W••••••••• A••••••• P••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
W••••••••• A••••••• P••••••• L••	Bd affiliated wealth	May 28, 2026	n/a	yes	JUPITER, FL\|WEST CHESTER, PA	Current employment
F••••	Independent wealth	Feb 20, 2025	Oct 10, 2025	no

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
F••••	W••••••••• A••••••• P••••••• L••	Oct 10, 2025	May 28, 2026	230	Firm change	RIA to ibd
A••••• A•••• M••••••••• U•• I•••	F••••	Jan 27, 2022

Relationships

Registered with (5)

→ W••••••••• A••••••• P••••••• L••Registered adviserregistration: current employment
May 28, 2026 to presentfactForm ADV
→ F••••Registered adviserregistration: previous registration
Feb 20, 2025 to Oct 10, 2025factForm ADV
→ A••••• A•••• M••••••••• U•• I•••Registered adviserregistration: previous registration
Jan 4, 2021 to Jan 27, 2022factForm ADV
→ A••••• P•••••• I••••••••• A•••• M••••••••• I•••

Dated events

Occurred
Oct 10, 2025
Advisor changed firm
J•••••• P••••• G••••••• left Facet for W••••••••• A••••••• P••••••• L•• (registered 2026-05-28)
Form ADVobserved 7 days ago
Occurred
Jan 27, 2022
Advisor changed firm
J•••••• P••••• G••••••• left A••••• A•••• M••••••••• U•• I••• for Facet (registered 2025-02-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e906866-d34d-8493-71cd-69688c26d69f
First observed: Dec 22, 2016
Last observed: Sep 15, 2026 7 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.