DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

J••• M•••••• P••••••

Advisor at P•••••• F••••• O•••••• L••

CRESTED BUTTE, CO

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Search this name across graphsid dfx:ria:bdc5edd2-105d-060b-1116-84d1633b4ef9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 8, 1994 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••••• O•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 10, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• F••••• O•••••• L••	Independent wealth	Apr 2, 2026	n/a	yes	CRESTED BUTTE, CO\|CRESTED BUTTE, CO	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Sep 13, 2019	Sep 15, 2025	no	PLANO, TX\|Crested Blutte, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	P•••••• F••••• O•••••• L••	Sep 15, 2025	Apr 2, 2026	199	Firm change	Ibd to new firm
U•• F•••••••• S••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Sep 24, 2019	Sep 13, 2019

Relationships

Registered with (5)

→ P•••••• F••••• O•••••• L••Registered adviserregistration: current employment
Apr 2, 2026 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Sep 13, 2019 to Sep 15, 2025factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Nov 29, 2011 to Sep 24, 2019factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Sep 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bdc5edd2-105d-060b-1116-84d1633b4ef9
First observed: Mar 8, 1994
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.