DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

J••• P•••• C•••••• S••

Advisor at C•••••• A••••••• L••

NAPERVILLE, IL

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Search this name across graphsid dfx:ria:eca1bddc-1049-4213-f8c6-93c161b1fdac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 19, 1993 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

J••• P•••• C•••••• S••

Real estate principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••• A••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Apr 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• M••••••••• L••	Independent wealth	Jan 23, 2015	n/a	yes	NAPERVILLE, IL	Current employment
C•••••• A••••••• L••	Asset manager	Jan 6, 2015	n/a	yes	NAPERVILLE, IL	Current employment

Relationships

Registered with (2)

→ C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 23, 2015 to presentfactForm ADV
→ C•••••• A••••••• L••Registered adviserregistration: previous registration
Mar 19, 1993 to Jan 5, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eca1bddc-1049-4213-f8c6-93c161b1fdac
First observed: Mar 19, 1993
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.