DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

J••••• P• R•••••••

Advisor at G•••••••• W••••• P•••••••

••• Locked

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Search this name across graphsid dfx:ria:9f877f81-c6a8-51e2-8339-f0db116f0b69

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 28, 2003 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: G•••••••• W••••• P•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 15, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• W••••• P•••••••	Bd affiliated wealth	Oct 25, 2017	n/a	yes	PALM BEACH GARDENS, FL\|Boynton Beach, FL	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	May 5, 2005	Oct 6, 2017	no	NEW PROVIDENCE, NJ\|NORTH BRUNSWICK, NJ\|RARITAN, NJ\|RARITAN, NJ\|SOMERVILLE, NJ\|BERNARDSVILLE, NJ\|SOMERVILLE, NJ\|STIRLING, NJ\|EDISON, NJ\|BASKING RIDGE, NJ\|RARITAN, NJ\|RARITAN, NJ\|SOMERVILLE, NJ\|RARITAN, NJ\|RARITAN, NJ\|BERNARDSVILLE, NJ\|BERNARDSVILLE, NJ\|BASKING RIDGE, NJ\|BERNARDSVILLE, NJ\|BRIDGEWATER, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	G•••••••• W••••• P•••••••	Oct 6, 2017	Oct 25, 2017	19	Firm change	Other
B••• O• A•••••• I••••••••• S•••••••• I•••	P•• W••••• M•••••••••	Apr 25, 2005	May 5, 2005

Relationships

Registered with (4)

→ G•••••••• W••••• P•••••••Registered adviserregistration: current employment
Oct 25, 2017 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
May 5, 2005 to Oct 6, 2017factForm ADV
→ B••• O• A•••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 20, 2004 to Apr 25, 2005factForm ADV
→ Q•••• • R•••••• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f877f81-c6a8-51e2-8339-f0db116f0b69
First observed: Aug 28, 2003
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.