DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)16 years in industry

A••••• J••••• M••••

Advisor at P•••••• A•••• M••••••••• L••

NEW YORK, NY

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Search this name across graphsid dfx:ria:eb3f57a8-9133-03b6-b3ba-3fd19daca55a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2017 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•••••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• A•••• M••••••••• L••	State registered	Feb 16, 2023	n/a	yes	NEW YORK, NY	Current employment
P•••••• A•••• M••••••••• L••	State registered	Mar 18, 2022	Dec 31, 2022	no	NEW YORK, NY\|Pompton Plains, NJ

Relationships

Registered with (1)

→ P•••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Mar 18, 2022 to Dec 31, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb3f57a8-9133-03b6-b3ba-3fd19daca55a
First observed: Feb 2, 2017
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.