DFX Intelligence

R• • R• F••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

R• • R• F••••••••

JP RICHARDSON FINANCIAL SERVICES, INC., CRD 330772

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Search this name across graphsid dfx:ria:dece411e-2557-429f-bc8d-f728f3774055

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 11, 2026 to May 11, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $21.5M••• Locked
Discretionary RAUM: $21.5M
Private client RAUM: $20.9Mderived••• Locked
Private client share: 97%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••••• P•••••• R•••••••••	n/a	TEMECULA, CA	2	15	1	no
B••••••• D••••• R••••	Chartered Financial Analyst	TEMECULA, CA	2	15

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
G•••• M••••• W••••• M•••••••••	2	May 1, 2024	Apr 23, 2024	TEMECULA, CA	Team lift out	Other	66.7%

Relationships

Registered with (4)

← G•••••• A•••••••Advisorregistration: current employment
Nov 7, 2024 to presentfactForm ADV
← B••••••• D••••• R••••Advisorregistration: current employment
Sep 17, 2024 to presentfactForm ADV
← J••••• P•••••• R•••••••••Advisorregistration: current employment
Apr 23, 2024 to presentfactForm ADV
← RAINIER ANTHONY RADOC

Dated events

Occurred
May 5, 2025
Advisor changed firm
Rainier Anthony Radoc left R• • R• F•••••••• for Lpl Financial Llc (registered 2025-05-05)
Form ADVobserved 7 days ago
Occurred
May 1, 2024
Team lift-out
2 advisors left G•••• M••••• W••••• M••••••••• (Temecula, CA) for R• • R• F•••••••• within 12 days
Form ADVobserved 7 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dece411e-2557-429f-bc8d-f728f3774055
First observed: May 11, 2026
Last observed: May 11, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds 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.