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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

J••••• P••• R•••••••

Advisor at C•• I••••••••• I••

ROCHESTER, MI

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Search this name across graphsid dfx:ria:cfdb175d-800c-6555-2129-dc2c50914e37

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 16, 2012 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•• I••••••••• I••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 23, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•• I••••••••• I••	Independent wealth	Oct 1, 2015	n/a	yes	ROCHESTER, MI	Current employment
H•• A••••••• S••••••• L••	Independent wealth	Aug 16, 2012	Sep 24, 2015	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H•• A••••••• S••••••• L••	C•• I••••••••• I••	Sep 24, 2015	Oct 1, 2015	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
143665:139067:CA:2015-09-23	Sep 24, 2015	Oct 1, 2015	SIMI VALLEY, CA	Firm change

Relationships

Registered with (2)

→ C•• I••••••••• I••Registered adviserregistration: current employment
Oct 1, 2015 to presentfactForm ADV
→ H•• A••••••• S••••••• L••Registered adviserregistration: previous registration
Aug 16, 2012 to Sep 24, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cfdb175d-800c-6555-2129-dc2c50914e37
First observed: Aug 16, 2012
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.