DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

J•••• P••••• P•••••

Advisor at C•••••• T•••• • C••••••• I•••

Atlanta, GA | ATLANTA, GA

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Search this name across graphsid dfx:ria:d2219824-c4a3-617c-32c7-4efd2aa80e5e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 30, 2002 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: C•••••• T•••• • C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 27, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• T•••• • C••••••• I•••	Independent wealth	Jun 4, 2009	n/a	yes	ATLANTA, GA\|ATLANTA, GA\|Atlanta, GA	Current employment
A••••••••• A•••••• S•••••••• I•••	n/a	Sep 17, 2007	Jun 2, 2009	no	ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• A•••••• S•••••••• I•••	C•••••• T•••• • C••••••• I•••	Jun 2, 2009	Jun 4, 2009	2	Firm change	Other
M••••• S•••••• • C•• L••	A••••••••• A•••••• S•••••••• I•••	Sep 18, 2007	Sep 17, 2007

Relationships

Registered with (5)

→ C•••••• T•••• • C••••••• I•••Registered adviserregistration: current employment
Jun 4, 2009 to presentfactForm ADV
→ A••••••••• A•••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 17, 2007 to Jun 2, 2009factForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration
Apr 2, 2007 to Sep 18, 2007factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d2219824-c4a3-617c-32c7-4efd2aa80e5e
First observed: May 30, 2002
Last observed: Sep 15, 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.