DFX Intelligence

J•••• C••••• W•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

J•••• C••••• W•••

Advisor at P•••• W••••• M•••••••••

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:e051a7d9-c775-5b39-b9b5-8eecb107501f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2006 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: P•••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 13, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• W••••• M•••••••••	Independent wealth	Jan 1, 2025	n/a	yes	SAN DIEGO, CA	Current employment
R••••• F•••••••• A•••••••	Former SEC adviser	Mar 26, 2014	May 28, 2021	no	LA MESA, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• F•••••••• A•••••••	P•••• W••••• M•••••••••	May 28, 2021	Jan 1, 2025	1,314	Firm change after gap	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R••••• F•••••••• A•••••••	Mar 24, 2014	Mar 26, 2014

Relationships

Registered with (5)

→ P•••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ R••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Mar 26, 2014 to May 28, 2021factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 16, 2012 to Mar 24, 2014factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e051a7d9-c775-5b39-b9b5-8eecb107501f
First observed: Mar 14, 2006
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.