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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

W•••••• J•••• P•••••

Advisor at P••• A••••• S••••••••• L••

Rockwall, TX | IRVINE, CA

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Search this name across graphsid dfx:ria:b1d1d4f7-a6f8-745b-d94c-94ab8ed0bfe3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 3, 2020 to Sep 15, 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••• A••••• S••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P••• A••••• S••••••••• L••	Bd affiliated wealth	Apr 2, 2025	n/a	yes	Rockwall, TX\|IRVINE, CA	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Nov 3, 2020	Dec 31, 2021	no

Relationships

Registered with (1)

→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Nov 3, 2020 to Dec 31, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1d1d4f7-a6f8-745b-d94c-94ab8ed0bfe3
First observed: Nov 3, 2020
Last observed: Sep 15, 2026 6 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.