DFX Intelligence

A••••• J••• I••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst11 years in industry

A••••• J••• I••

Advisor at P••••••• F•••••••• P•••••••

MILWAUKEE, WI

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Search this name across graphsid dfx:ria:b1a415c6-7e0a-4906-d517-9680118af0a5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Dec 4, 2015 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: P••••••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• F•••••••• P•••••••	State registered	Jul 24, 2023	n/a	yes	MILWAUKEE, WI	Current employment
B•••••••• F•••••••• M••••••••• L••	Independent wealth	Aug 13, 2021	May 31, 2023	no	WAUWATOSA, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• F•••••••• M••••••••• L••	P••••••• F•••••••• P•••••••	May 31, 2023	Jul 24, 2023	54	Firm change	RIA to state RIA
B•••••••• R••••• • F•••••••• I•••	B•••••••• F•••••••• M••••••••• L••	Jul 21, 2021	Aug 13, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
283135:287758:CA:2017-04-05	Apr 5, 2017	Apr 14, 2017	MENLO PARK, CA	Firm change
110608:283135:CA:2016-05-02	May 2, 2016	May 31, 2016	MENLO PARK, CA	Firm change

Relationships

Registered with (6)

→ P••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Jul 24, 2023 to presentfactForm ADV
→ B•••••••• F•••••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 13, 2021 to May 31, 2023factForm ADV
→ B•••••••• R••••• • F•••••••• I•••Registered adviserregistration: previous registration
May 13, 2019 to Jul 21, 2021factForm ADV
→ L••

Dated events

Occurred
May 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1a415c6-7e0a-4906-d517-9680118af0a5
First observed: Dec 4, 2015
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.