DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J••• P•••• R•••••••

Advisor at F•••• P••••••• W•••••• L••

North Andover, MA | Windham, NH

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Search this name across graphsid dfx:ria:d02489c3-7ee6-36d3-0c72-5a2939979892

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Jan 4, 2010 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 30, 2009earliest 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: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Jun 3, 2024	n/a	yes	Windham, NH\|North Andover, MA	Current employment
C•••••••• W•••••	Former SEC adviser	Sep 27, 2023	Jul 25, 2024	no	Windham, NH\|North Andover, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• W•••••	F•••• P••••••• W•••••• L••	Jul 25, 2024	Jun 3, 2024	-52	Firm change after gap	RIA to RIA
P••••• C•••••• A•••••••• L••	C•••••••• W•••••	Oct 18, 2022	Sep 27, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
310912:159289:MA:2024-07-25	Jul 25, 2024	Jun 3, 2024	NORTH ANDOVER, MA	Firm change after gap
171351:310327:LA:2020-12-01	Dec 1, 2020	Nov 18, 2020	NEW ORLEANS, LA	Firm change
3978:171351:MA:2019-07-19	Jul 19, 2019	Jul 24, 2019	BOSTON, MA	Firm change

Relationships

Registered with (9)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jun 3, 2024 to presentfactForm ADV
→ C•••••••• W•••••Registered adviserregistration: previous registration
Sep 27, 2023 to Jul 25, 2024factForm ADV
→ P••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 18, 2020 to Oct 18, 2022factForm ADV
→ N•••••• A•••••••

Dated events

Occurred
Jul 25, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 18, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d02489c3-7ee6-36d3-0c72-5a2939979892
First observed: Jan 4, 2010
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.