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J•••••• R••••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

J•••••• R••••• S••••••••

Advisor at W•••••• P•••••• C••••••

Saint Louis, MO | WEST CHESTER, PA

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Search this name across graphsid dfx:ria:e4238f54-c1b9-c1ab-3c36-37a7e0e66045

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 27, 2009 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: W•••••• P•••••• C••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• P•••••• C••••••	Independent wealth	Jan 30, 2026	n/a	yes	Saint Louis, MO\|WEST CHESTER, PA	Current employment
X••• S•••••••	Independent wealth	Jan 10, 2022	Mar 3, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• W•••••	X••• S•••••••	Jan 14, 2026	Jan 10, 2022	-1,465	Firm change after gap	Other
X••• S•••••••	W•••••• P•••••• C••••••	Mar 3, 2025

Relationships

Registered with (4)

→ W•••••• P•••••• C••••••Registered adviserregistration: current employment
Jan 30, 2026 to presentfactForm ADV
→ M•••••• W•••••Registered adviserregistration: previous registration
Jul 18, 2016 to Jan 14, 2026factForm ADV
→ X••• S•••••••Registered adviserregistration: previous registration
Jan 10, 2022 to Mar 3, 2025factForm ADV
→ H••• I••••••••• G••••

Dated events

Occurred
Jan 14, 2026
Advisor changed firm
J•••••• R••••• S•••••••• left M•••••• W••••• for X••• S••••••• (registered 2022-01-10)
Form ADVobserved 7 days ago
Occurred
Mar 3, 2025
Advisor changed firm
J•••••• R••••• S•••••••• left X••• S••••••• for W•••••• P•••••• C•••••• (registered 2026-01-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4238f54-c1b9-c1ab-3c36-37a7e0e66045
First observed: Feb 27, 2009
Last observed: Sep 14, 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.