DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••••• A•••• P•••••••••

Advisor at A••••

FRISCO, TX | Chicago, IL

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Search this name across graphsid dfx:ria:f3026677-f3a3-0335-5e17-cac1507ca58e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 20, 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: A••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••	Independent wealth	Jan 3, 2024	n/a	yes	Chicago, IL\|FRISCO, TX	Current employment
L•••	Independent wealth	Jan 19, 2021	Dec 12, 2023	no	LOS ANGELES, CA\|CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••	A••••	Dec 12, 2023	Jan 3, 2024	22	Firm change	Other
C•••••• A•••• M••••••••• L••	L•••	Feb 27, 2020	Jan 19, 2021

Relationships

Registered with (4)

→ A••••Registered adviserregistration: current employment
Jan 3, 2024 to presentfactForm ADV
→ L•••Registered adviserregistration: previous registration
Jan 19, 2021 to Dec 12, 2023factForm ADV
→ C•••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Sep 28, 2018 to Feb 27, 2020factForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••

Dated events

Occurred
Dec 12, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3026677-f3a3-0335-5e17-cac1507ca58e
First observed: Jan 20, 2017
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.