DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J••••• E••••• P•••••

Advisor at R•• W••••• P•••••••

Boston, MA

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Search this name across graphsid dfx:ria:a61763a8-ffa8-b8c2-9504-961a8202743f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2012 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: R•• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 23, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•• W••••• P•••••••	Independent wealth	Dec 6, 2023	n/a	yes	Boston, MA	Current employment
R•••• W••••• A•••••••	Former SEC adviser	Mar 16, 2015	Nov 29, 2023	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• W••••• A•••••••	R•• W••••• P•••••••	Nov 29, 2023	Dec 6, 2023	7	Firm change	RIA to RIA
S•• W•••••	R•••• W••••• A•••••••	Jan 16, 2015	Mar 16, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
168615:156984:MA:2023-11-29	Nov 29, 2023	Dec 6, 2023	BOSTON, MA	Firm change

Relationships

Registered with (5)

→ R•• W••••• P•••••••Registered adviserregistration: current employment
Dec 6, 2023 to presentfactForm ADV
→ R•••• W••••• A•••••••Registered adviserregistration: previous registration
Mar 16, 2015 to Nov 29, 2023factForm ADV
→ S•• W•••••Registered adviserregistration: previous registration
Nov 14, 2014 to Jan 16, 2015factForm ADV
→ B••••• P•••••••• L••

Dated events

Occurred
Nov 29, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a61763a8-ffa8-b8c2-9504-961a8202743f
First observed: Sep 10, 2012
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.