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

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RIA / WealthAdvisordual registered (broker-dealer)37 years in industry

J••••• P•••••• M••••••

Advisor at C••••••• S••••••••• I•••

PAOLI, PA | CONSHOHOCKEN, PA | Ardmore, PA

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Search this name across graphsid dfx:ria:b6b73072-68ae-8c37-d878-eca1f3f6d72d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 17, 2014 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: C••••••• S••••••••• I•••
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: Jan 10, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 3derivedfrom 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
C••••••• S••••••••• I•••	Bd affiliated wealth	Sep 28, 2022	n/a	yes	Ardmore, PA\|PAOLI, PA\|CONSHOHOCKEN, PA	Current employment
C•••••• A•••••••	Bd affiliated wealth	Jun 20, 2017	Aug 31, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••••	L•••••• I•••••••••	Aug 31, 2022	Jun 20, 2017	-1,898	Firm change after gap	Other
L•••••• I•••••••••	C••••••• S••••••••• I•••	Aug 31, 2022

Relationships

Registered with (5)

→ C••••••• S••••••••• I•••Registered adviserregistration: current employment
Sep 28, 2022 to presentfactForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Jun 20, 2017 to Aug 31, 2022factForm ADV
→ L•••••• I•••••••••Registered adviserregistration: previous registration
Jun 20, 2017 to Aug 31, 2022factForm ADV
→ M••••• A•••••••• I•••

Dated events

Occurred
Aug 31, 2022
Advisor changed firm
J••••• P•••••• M•••••• left C•••••• A••••••• for C••••••• S••••••••• I••• (registered 2022-09-28)
Form ADVobserved 7 days ago
Occurred
Aug 31, 2022
Advisor changed firm
J••••• P•••••• M•••••• left L•••••• I••••••••• for C•••••• A••••••• (registered 2017-06-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6b73072-68ae-8c37-d878-eca1f3f6d72d
First observed: Dec 17, 2014
Last observed: Sep 15, 2026 7 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.