DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

J••••••• W••••• T•••••

Advisor at P••••••••

ENGLEWOOD, NJ | San Francisco, CA

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Data as of Sep 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 0
Observed: Sep 13, 2008 to Sep 23, 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: P••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 13, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••	Independent wealth	Sep 22, 2026	n/a	yes	ENGLEWOOD, NJ\|San Francisco, CA	Current employment

Relationships

Registered with (1)

→ P••••••••Registered adviserregistration: current employment
Sep 22, 2026 to presentfactForm ADV

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Only bookkeeping events name this entity; they are folded below.

Show 1 bookkeeping event

Occurred
Sep 22, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 13, 2008
Last observed: Sep 23, 2026 18 h 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.