DFX Intelligence

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

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RIA / WealthAdvisor32 years in industry

A•••••• J••••• P•••••

Advisor at M••••••• R••••••••• P•••••••

DUBLIN, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 5, 2007 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: M••••••• R••••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 12, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• R••••••••• P•••••••	State registered	Jul 12, 2022	n/a	yes	DUBLIN, CA	Current employment
M••••••• R••••••••• P•••••••	n/a	Sep 28, 2016	Nov 22, 2022	no	DUBLIN, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• R••••••••• P•••••••	M••••••• R••••••••• P•••••••	Nov 22, 2022	Jul 12, 2022	-133	Firm change after gap	Other
R••• P••••• C••••••• I•••	M••••••• R••••••••• P•••••••	Nov 30, 2016	Sep 28, 2016

Relationships

Registered with (3)

→ M••••••• R••••••••• P•••••••Registered adviserregistration: current employment
Jul 12, 2022 to presentfactForm ADV
→ M••••••• R••••••••• P•••••••Registered adviserregistration: previous registration
Sep 28, 2016 to Nov 22, 2022factForm ADV
→ R••• P••••• C••••••• I•••Registered adviserregistration: previous registration
Jul 5, 2007 to Nov 30, 2016factForm ADV

Dated events

Order

Occurred
22 Nov 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 5, 2007
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.