DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

P•••••• J••••• B••••

Advisor at C•••••••

The Woodlands, TX

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Search this name across graphsid dfx:ria:c4a87b1e-ab7e-8648-f676-223c5e861b98

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 28, 2021 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Jan 18, 2024	n/a	yes	The Woodlands, TX	Current employment
E•••••• W••••• P•••••••• L••	Former SEC adviser	Jan 28, 2021	Mar 26, 2024	no	THE WOODLANDS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• W••••• P•••••••• L••	C•••••••	Mar 26, 2024	Jan 18, 2024	-68	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
289344:175112:TX:2024-03-26	Mar 26, 2024	Jan 18, 2024	THE WOODLANDS, TX	Firm change after gap

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Jan 18, 2024 to presentfactForm ADV
→ E•••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Jan 28, 2021 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4a87b1e-ab7e-8648-f676-223c5e861b98
First observed: Jan 28, 2021
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.