DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

J•••• P•••••••• L•••••••

Advisor at F••••••••• W••••• M••••••••• I•••

CHESAPEAKE, VA

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Search this name across graphsid dfx:ria:a4da434d-69c4-a173-4107-2c4679a7f9cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 24, 2005 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: F••••••••• W••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 10, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• W••••• M••••••••• I•••	Independent wealth	Dec 1, 2021	n/a	yes	CHESAPEAKE, VA	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Dec 13, 2018	Nov 30, 2021	no	CHESAPEAKE, VA\|NEWPORT NEWS, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	F••••••••• W••••• M••••••••• I•••	Nov 30, 2021	Dec 1, 2021	1	Firm change	Ibd to RIA
I•••••••• I••••••••• I•••	A• W••••• M••••••••• L••	Nov 27, 2018	Dec 13, 2018

Relationships

Registered with (6)

→ F••••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Dec 1, 2021 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 13, 2018 to Nov 30, 2021factForm ADV
→ I•••••••• I••••••••• I•••Registered adviserregistration: previous registration
Mar 11, 2016 to Nov 27, 2018factForm ADV
→ O•••• F•• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4da434d-69c4-a173-4107-2c4679a7f9cf
First observed: Jun 24, 2005
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.