DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

J••• P••• R••••••

Advisor at G•••• W••••• M••••••••• L••

DANVILLE, CA | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:d4fe30e5-1acd-cef7-f4a0-25176ac2076e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 22, 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: G•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 22, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• W••••• M••••••••• L••	Independent wealth	Jan 4, 2024	n/a	yes	DANVILLE, CA\|ALPHARETTA, GA	Current employment
B••••••••• C•••••• M••••••••• L••	Independent wealth	May 24, 2019	Jan 2, 2024	no	Pleasanton, CA\|WHEATON, IL\|Danville, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• C•••••• M••••••••• L••	G•••• W••••• M••••••••• L••	Jan 2, 2024	Jan 4, 2024	2	Firm change	RIA to RIA
R•••••• F•••••••• S•••••••• I•••	B••••••••• C•••••• M••••••••• L••	Oct 26, 2017	May 24, 2019

Relationships

Registered with (6)

→ G•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 4, 2024 to presentfactForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 24, 2019 to Jan 2, 2024factForm ADV
→ R•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 13, 2014 to Oct 26, 2017factForm ADV
→ T•••••••• A••••••• G••••• I•••

Dated events

Occurred
Jan 2, 2024
Advisor changed firm
J••• P••• R•••••• left B••••••••• C•••••• M••••••••• L•• for G•••• W••••• M••••••••• L•• (registered 2024-01-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4fe30e5-1acd-cef7-f4a0-25176ac2076e
First observed: May 22, 2002
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.