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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

P••• J••••• P••••••

Advisor at A••••••• W••••• A•••••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:b71145d8-86cf-d28f-e5ad-862620d6871a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 17, 2008 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: A••••••• W••••• A•••••••
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: Aug 28, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom 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
A••••••• W••••• A•••••••	Bd affiliated wealth	Apr 26, 2022	n/a	yes	ATLANTA, GA	Current employment
M•• I••••••••• A••••••• I•••	Other adviser	Apr 26, 2016	Apr 29, 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
M•• I••••••••• A••••••• I•••	A••••••• W••••• A•••••••	Apr 29, 2022	Apr 26, 2022	-3	Firm change	Other
N•••••••• B••••• B• L••	M•• I••••••••• A••••••• I•••	Mar 22, 2016

Relationships

Registered with (6)

→ A••••••• W••••• A•••••••Registered adviserregistration: current employment
Apr 26, 2022 to presentfactForm ADV
→ M•• I••••••••• A••••••• I•••Registered adviserregistration: previous registration
Apr 26, 2016 to Apr 29, 2022factForm ADV
→ N•••••••• B••••• B• L••Registered adviserregistration: previous registration
Mar 26, 2012 to Mar 22, 2016factForm ADV
→ C•••••• W••••• M••••••••• L••

Dated events

Occurred
Apr 29, 2022
Advisor changed firm
P••• J••••• P•••••• left M•• I••••••••• A••••••• I••• for A••••••• W••••• A••••••• (registered 2022-04-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b71145d8-86cf-d28f-e5ad-862620d6871a
First observed: Jun 17, 2008
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.