DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••• P•••••• M••••••••

Advisor at C••••••• P•••••••• I•••

Richmond, VA | NEW YORK, NY

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Search this name across graphsid dfx:ria:d941b016-791e-9936-93ae-ca47306dbfbc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 26, 2017 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••••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••• I•••	Independent wealth	Dec 2, 2024	n/a	yes	NEW YORK, NY\|Richmond, VA	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Sep 1, 2022	Jan 31, 2023	no	HENRICO, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	C••••••• P•••••••• I•••	Jan 31, 2023	Dec 2, 2024	671	Firm change after gap	Ibd to RIA
R•••• I••••••••• A•••••••	O•••• W•••••• I•••	Dec 7, 2020	Sep 1, 2022

Relationships

Registered with (4)

→ C••••••• P•••••••• I•••Registered adviserregistration: current employment
Dec 2, 2024 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Sep 1, 2022 to Jan 31, 2023factForm ADV
→ R•••• I••••••••• A•••••••Registered adviserregistration: previous registration
May 18, 2018 to Dec 7, 2020factForm ADV
→ C••••••••• F•••••••• N••••••

Dated events

Occurred
Jan 31, 2023
Advisor changed firm
J••• P•••••• M•••••••• left O•••• W•••••• I••• for C••••••• P•••••••• I••• (registered 2024-12-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d941b016-791e-9936-93ae-ca47306dbfbc
First observed: May 26, 2017
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.