DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

P••••• J• F•••••••

Advisor at M•• C••

RIDGELAND, MS | Pensacola, FL

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Search this name across graphsid dfx:ria:b15df5f1-cdfd-3331-e3e3-fdc263435e84

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 4, 2007 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: M•• C••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C••	Independent wealth	Nov 18, 2019	n/a	yes	Pensacola, FL\|RIDGELAND, MS	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Feb 21, 2014	Nov 4, 2019	no	TUSCALOOSA, AL\|BIRMINGHAM, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	M•• C••	Nov 4, 2019	Nov 18, 2019	14	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• • A••••••••• I•••	Feb 24, 2014	Feb 21, 2014

Relationships

Registered with (3)

→ M•• C••Registered adviserregistration: current employment
Nov 18, 2019 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Feb 21, 2014 to Nov 4, 2019factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 4, 2007 to Feb 24, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b15df5f1-cdfd-3331-e3e3-fdc263435e84
First observed: Sep 4, 2007
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.