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J••• K•••••• W••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor34 years in industry

J••• K•••••• W••••••••

Advisor at P• N••• F•••••••• S••••••• L••

MIAMI BEACH, FL | NEWTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fc1f7bd3-6765-f36b-bea5-86dced3e7899

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 6, 2000 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• N••• F•••••••• S••••••• L••
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: Jan 20, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
P• N••• F•••••••• S••••••• L••	Independent wealth	Jan 10, 2025	n/a	yes	MIAMI BEACH, FL\|NEWTOWN, PA	Current employment
J••• E••••••••• L••	Independent wealth	Mar 8, 2021	Apr 24, 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
J••• E••••••••• L••	P• N••• F•••••••• S••••••• L••	Apr 24, 2025	Jan 10, 2025	-104	Firm change after gap	RIA to new firm
W•••• F•••• A•••••••	J••• E••••••••• L••	Apr 29, 2021

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
312710:333595:PA:2025-04-24	Apr 24, 2025	Jan 10, 2025	NEWTOWN, PA	Firm change after gap
11025:312710:PA:2021-04-29	Apr 29, 2021	Mar 8, 2021	NEWTOWN, PA	Firm change after gap
19616:11025:FL:2018-03-09	Mar 23, 2018	Mar 23, 2018	MIAMI, FL	Firm change

Relationships

Registered with (5)

→ P• N••• F•••••••• S••••••• L••Registered adviserregistration: current employment
Jan 10, 2025 to presentfactForm ADV
→ J••• E••••••••• L••Registered adviserregistration: previous registration
Mar 8, 2021 to Apr 24, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 23, 2018 to Apr 29, 2021factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Apr 24, 2025
Advisor changed firm
J••• K•••••• W•••••••• left J••• E••••••••• L•• for P• N••• F•••••••• S••••••• L•• (registered 2025-01-10)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc1f7bd3-6765-f36b-bea5-86dced3e7899
First observed: Oct 6, 2000
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.