DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

P••••••• J•••••• R•••••• M••••

Advisor at N•• D•••• R•••••••• I•••

Nokomis, FL

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Search this name across graphsid dfx:ria:c6b5d27f-416d-526c-2a5e-21ccb5925b05

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 3, 2019 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: N•• D•••• R•••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•• D•••• R•••••••• I•••	Asset manager	Jun 22, 2023	n/a	yes	Nokomis, FL	Current employment
M••••• S••••••	Wirehouse	Aug 3, 2019	Apr 13, 2022	no	Beavercreek, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	N•• D•••• R•••••••• I•••	Apr 13, 2022	Jun 22, 2023	435	Firm change after gap	Other

Relationships

Registered with (2)

→ N•• D•••• R•••••••• I•••Registered adviserregistration: current employment
Jun 22, 2023 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Aug 3, 2019 to Apr 13, 2022factForm ADV

Dated events

Occurred
Apr 13, 2022
Advisor changed firm
P••••••• J•••••• R•••••• M•••• left M••••• S•••••• for N•• D•••• R•••••••• I••• (registered 2023-06-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6b5d27f-416d-526c-2a5e-21ccb5925b05
First observed: Aug 3, 2019
Last observed: Sep 14, 2026 8 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.