DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant48 years in industry

J••••• P••••••• W•••••••

Advisor at C•••••• P•••••• W••••• A•••••••

Boca Raton, FL | PORT CHARLOTTE, FL

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Search this name across graphsid dfx:ria:c9b4f93b-01b1-acd4-e1a1-39fd778bbaba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 22, 1999 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•••••• P•••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 1978earliest registration or exam on IAPD
Years in industry: 48derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• P•••••• W••••• A•••••••	Independent wealth	Mar 6, 2025	n/a	yes	PORT CHARLOTTE, FL\|Boca Raton, FL	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 2, 2009	Mar 31, 2025	no	CORAL SPRINGS, FL\|Sun Valley, ID\|Boynton Beach, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C•••••• P•••••• W••••• A•••••••	Mar 31, 2025	Mar 6, 2025	-25	Firm change	Ibd to new firm
R•••••• J•••• F•••••••• S•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Oct 10, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:333615:FL:2025-03-31	Mar 31, 2025	Mar 6, 2025	BOYNTON BEACH, FL	Firm change

Relationships

Registered with (4)

→ C•••••• P•••••• W••••• A•••••••Registered adviserregistration: current employment
Mar 6, 2025 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 2, 2009 to Mar 31, 2025factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 22, 1999 to Oct 10, 2009factForm ADV
→ W••••••• F•••••••• C•••••••••Registered adviser

Dated events

Occurred
Mar 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c9b4f93b-01b1-acd4-e1a1-39fd778bbaba
First observed: Apr 22, 1999
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.