DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

J••• R••••• P•••

Advisor at B•••••• W••••• P•••••••• L••

MARION, MA | LOUISVILLE, KY

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Search this name across graphsid dfx:ria:9f22a85b-c571-0e49-7cec-cc1c118979cc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 5, 2013 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: B•••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 5, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• W••••• P•••••••• L••	Independent wealth	Jul 28, 2025	n/a	yes	MARION, MA\|LOUISVILLE, KY	Current employment
P•• C•••••• M••••••••• L••	n/a	Jul 5, 2013	Dec 31, 2015	no	PROSPECT, KY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• C•••••• M••••••••• L••	B•••••• W••••• P•••••••• L••	Dec 31, 2015	Jul 28, 2025	3,497	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
167941:105343:KY:2015-12-31	Dec 31, 2015	Jul 28, 2025	PROSPECT, KY	Firm change after gap

Relationships

Registered with (2)

→ B•••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Jul 28, 2025 to presentfactForm ADV
→ P•• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 5, 2013 to Dec 31, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f22a85b-c571-0e49-7cec-cc1c118979cc
First observed: Jul 5, 2013
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.