DFX Intelligence

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

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

J••••• P•••• B••••

Advisor at L•••• W••••• A•••••••

DIAMOND BAR, CA | San Jose, CA

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Search this name across graphsid dfx:ria:ef12233c-06df-b136-0c52-388170664f37

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 27, 2012 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: L•••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 9, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••• W••••• A•••••••	State registered	Apr 25, 2005	n/a	yes	DIAMOND BAR, CA\|San Jose, CA	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Nov 27, 2012	Dec 20, 2012	no	DIAMOND BAR, CA\|TAMPA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	n/a	Dec 20, 2012	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ L•••• W••••• A•••••••Registered adviserregistration: current employment
Apr 25, 2005 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 27, 2012 to Dec 20, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef12233c-06df-b136-0c52-388170664f37
First observed: Nov 27, 2012
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.