DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

P••• J•••• O••••••

Advisor at A••••••• W••••• M••••••••• L••

Tampa, FL | WESLEY CHAPEL, FL

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Search this name across graphsid dfx:ria:df75483a-f73d-33da-44c7-517b41e28914

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 14, 2010 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: A••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• M••••••••• L••	Independent wealth	Nov 8, 2018	n/a	yes	WESLEY CHAPEL, FL\|Tampa, FL	Current employment
T•••••••• L••	Former SEC adviser	Mar 21, 2018	Mar 2, 2020	no	WESLEY CHAPEL, FL\|SARASOTA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••• L••	A••••••• W••••• M••••••••• L••	Mar 2, 2020	Nov 8, 2018	-480	Firm change after gap	RIA to RIA
G••••• F•••••••• P•••••• C••••••• I•••	A••••••• W••••• M••••••••• L••	Mar 29, 2018	Feb 10, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
292482:298137:FL:2020-03-02	Mar 2, 2020	Nov 8, 2018	SARASOTA, FL	Firm change after gap
132070:172966:FL:2018-03-29	Mar 29, 2018	Feb 10, 2015	SARASOTA, FL	Firm change after gap
172966:292482:FL:2015-05-11	May 11, 2015	Mar 21, 2018	WEST CHAPPEL, FL	Firm change after gap

Relationships

Registered with (4)

→ A••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 8, 2018 to presentfactForm ADV
→ T•••••••• L••Registered adviserregistration: previous registration
Mar 21, 2018 to Mar 2, 2020factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
May 14, 2010 to Mar 29, 2018factForm ADV
→ A••••••• W••••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df75483a-f73d-33da-44c7-517b41e28914
First observed: May 14, 2010
Last observed: Sep 15, 2026 8 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.