DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

J•••• P•••••• W••••

Advisor at W•••• I••••••••• I•••

Tampa, FL | WINTER HAVEN, FL

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Search this name across graphsid dfx:ria:a717671d-4c6c-6b3b-8819-eeded4726837

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 5, 1988 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: W•••• I••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 5, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• G••••• I••••••••• A••••••• L••	Independent wealth	Sep 25, 2009	n/a	yes	WINTER HAVEN, FL	Current employment
W•••• I••••••••• I•••	State registered	Nov 26, 2003	n/a	yes	WINTER HAVEN, FL\|Tampa, FL	Current employment

Relationships

Registered with (2)

→ W•••• G••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Sep 25, 2009 to presentfactForm ADV
→ W•••• I••••••••• I•••Registered adviserregistration: current employment
Nov 26, 2003 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a717671d-4c6c-6b3b-8819-eeded4726837
First observed: May 5, 1988
Last observed: Sep 14, 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.