DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J•••• P••••• P•••••••••

Advisor at W••••••••• A••••••• P••••••• L••

EASTON, PA | WEST CHESTER, PA

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:c272ddec-a476-3f37-1170-5e2c2db3799f

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2015 to Sep 18, 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: W••••••••• A••••••• P••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 4, 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: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• A••••••• P••••••• L••	Bd affiliated wealth	Jul 14, 2026	n/a	yes	EASTON, PA\|WEST CHESTER, PA	Current employment
I•• A••••••• L••	Independent wealth	Mar 9, 2020	n/a	yes	EASTON, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• A••••••• L••	W••••••••• A••••••• P••••••• L••	Sep 17, 2026	Jul 14, 2026	-65	Firm change after gap	RIA to ibd
I••••••••• A••••••• A•••• M••••••••• L••	O•••• W•••••• I•••	Jun 30, 2020	Apr 26, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
305492:171976:PA:2026-09-17	Sep 17, 2026	Jul 14, 2026	EASTON, PA	Firm change after gap
128716:23131:PA:2020-06-30	Jun 30, 2020	Apr 26, 2016	EASTON, PA	Firm change after gap

Relationships

Registered with (5)

→ W••••••••• A••••••• P••••••• L••Registered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ I•• A••••••• L••Registered adviserregistration: current employment
Mar 9, 2020 to presentfactForm ADV
→ I••••••••• A••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Apr 19, 2016 to Jun 30, 2020factForm ADV
→ O•••• W•••••• I•••

Dated events

Occurred
Sep 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c272ddec-a476-3f37-1170-5e2c2db3799f
First observed: Apr 17, 2015
Last observed: Sep 18, 2026 4 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.