DFX Intelligence

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

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RIA / WealthAdvisor46 years in industry

R•••••• J••••• P••••

Advisor at M••••• W••••• M••••••••• L••

KANSAS CITY, MO | BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ba0ffa6a-8d3b-c721-7c4e-7b64198bebfe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 19, 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: M••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 10, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• M••••••••• L••	Independent wealth	Oct 20, 2024	n/a	yes	KANSAS CITY, MO\|BOISE, ID	Current employment
P•••• F•••••••• C••••••••• L••	Former SEC adviser	Nov 25, 2015	Nov 12, 2024	no	BOISE, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• F•••••••• C••••••••• L••	M••••• W••••• M••••••••• L••	Nov 12, 2024	Oct 20, 2024	-23	Firm change	RIA to RIA
C•••••••• I••••••••• R••••••• A•••••••• I•••	P•••• F•••••••• C••••••••• L••	Dec 31, 2015	Nov 25, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
282032:324624:ID:2024-11-12	Nov 12, 2024	Oct 20, 2024	BOISE, ID	Firm change
134139:282032:ID:2015-12-31	Dec 31, 2015	Nov 25, 2015	BOISE, ID	Firm change after gap

Relationships

Registered with (3)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 20, 2024 to presentfactForm ADV
→ P•••• F•••••••• C••••••••• L••Registered adviserregistration: previous registration
Nov 25, 2015 to Nov 12, 2024factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 19, 2008 to Dec 31, 2015factForm ADV

Dated events

Occurred
Nov 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba0ffa6a-8d3b-c721-7c4e-7b64198bebfe
First observed: May 19, 2008
Last observed: Sep 14, 2026 9 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.