DFX Intelligence

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

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RIA / WealthAdvisor37 years in industry

B•••• J••••••• W••••••••

Advisor at P•••••• S•••••••• P••••••• G••••• L••

Scottsdale, AZ

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Search this name across graphsid dfx:ria:be257287-8e09-36ba-acd4-f13c4c53457c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 29, 2007 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•••••• S•••••••• P••••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 8, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• S•••••••• P••••••• G••••• L••	State registered	Jan 1, 2005	n/a	yes	Scottsdale, AZ	Current employment
T•• C•••••• M•••••••••	Independent wealth	Nov 27, 2017	Sep 19, 2023	no	Scottsdale, AZ\|GILBERT, AZ\|SCOTTSDALE, AZ\|Scottsdale, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• C•••••• M•••••••••	n/a	Sep 19, 2023	n/a	n/a	Departure no registered destination	Departure
O• I••••••••• M••••••••• C•	T•• C•••••• M•••••••••	Jul 19, 2017	Nov 27, 2017	131

Relationships

Registered with (3)

→ P•••••• S•••••••• P••••••• G••••• L••Registered adviserregistration: current employment
Jan 1, 2005 to presentfactForm ADV
→ T•• C•••••• M•••••••••Registered adviserregistration: previous registration
Nov 27, 2017 to Sep 19, 2023factForm ADV
→ O• I••••••••• M••••••••• C•Registered adviserregistration: previous registration
Aug 29, 2014 to Jul 19, 2017factForm ADV

Dated events

Occurred
Sep 19, 2023
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be257287-8e09-36ba-acd4-f13c4c53457c
First observed: May 29, 2007
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.