DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

J••••• P• B••••••••

Advisor at L•••• F••• A••••••• S•••••••

Nashville, TN | DALLAS, TX

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Search this name across graphsid dfx:ria:d21cb779-6417-89f6-5005-a284544953f0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 20, 2007 to Sep 15, 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: L•••• F••• A••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 17, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••• F••• A••••••• S•••••••	Bd affiliated wealth	Sep 12, 2025	n/a	yes	Nashville, TN\|DALLAS, TX	Current employment
M••••• S••••••	Wirehouse	Oct 16, 2014	Sep 15, 2025	no	Franklin, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	L•••• F••• A••••••• S•••••••	Sep 15, 2025	Sep 12, 2025	-3	Firm change	Wirehouse to ibd
E••••• J••••	M••••• S••••••	Oct 17, 2014	Oct 16, 2014

Relationships

Registered with (3)

→ L•••• F••• A••••••• S•••••••Registered adviserregistration: current employment
Sep 12, 2025 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Oct 16, 2014 to Sep 15, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Aug 20, 2007 to Oct 17, 2014factForm ADV

Dated events

Occurred
Sep 15, 2025
Advisor changed firm
J••••• P• B•••••••• left M••••• S•••••• for L•••• F••• A••••••• S••••••• (registered 2025-09-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d21cb779-6417-89f6-5005-a284544953f0
First observed: Aug 20, 2007
Last observed: Sep 15, 2026 7 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.