DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

P•••••• J•••••• H••••

Advisor at T•••• W••••• P•••••••

CHICAGO, IL

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Search this name across graphsid dfx:ria:d8e2e61f-a625-1c30-9d90-17713349405d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 11, 2005 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: T•••• W••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 11, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• W••••• P•••••••	State registered	Jun 11, 2026	n/a	yes	CHICAGO, IL	Current employment
O••••••••• • C•• I•••	Bd affiliated wealth	Mar 21, 2012	Jun 18, 2026	no	CHICAGO, IL\|MINNEAPOLIS, MN\|CHICAGO, IL\|LAKE FORREST, IL\|CHICAGO, IL\|FRANKFORT, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• • C•• I•••	T•••• W••••• P•••••••	Jun 18, 2026	Jun 11, 2026	-7	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ T•••• W••••• P•••••••Registered adviserregistration: current employment
Jun 11, 2026 to presentfactForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Mar 21, 2012 to Jun 18, 2026factForm ADV

Dated events

Occurred
Jun 18, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8e2e61f-a625-1c30-9d90-17713349405d
First observed: Apr 11, 2005
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.