DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J•• C•••••••• P•••••••

Advisor at P••••••• W•••••• L••

NIXA, MO

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Search this name across graphsid dfx:ria:c12f0856-6c90-36f5-2de5-546fc0e8f2d8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 5, 2020 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••••••• W•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W•••••• L••	State registered	Sep 10, 2026	n/a	yes	NIXA, MO	Current employment
P•••••• C••••••••• I••	Institutional manager	Aug 5, 2020	Jan 3, 2025	no	SPRINGFIELD, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• C••••••••• I••	P••••••• W•••••• L••	Jan 3, 2025	Sep 10, 2026	615	Firm change after gap	Other

Relationships

Registered with (2)

→ P••••••• W•••••• L••Registered adviserregistration: current employment
Sep 10, 2026 to presentfactForm ADV
→ P•••••• C••••••••• I••Registered adviserregistration: previous registration
Aug 5, 2020 to Jan 3, 2025factForm ADV

Dated events

Occurred
Jan 3, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c12f0856-6c90-36f5-2de5-546fc0e8f2d8
First observed: Aug 5, 2020
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.