DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••• P••••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseCharlotte, Nc dual registrantIAPD 3203547

Feed of 09/14/2026

Also filed as J••••• Percarro

At current firm

3 y

since Jan 17, 2023

In the industry

27 y

since May 23, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since Jan 17, 2023 · Jacksonville, Fl
T••••• A••••••• S•••••••• I••• BD affiliated
Nov 27, 2020 to Nov 7, 2022 · Charlotte, Nc
N••••••••• S••••••••• L•• no RAUM
Aug 1, 2008 to Jul 20, 2020 · Columbus, Oh
1••• C•••••• M••••••••• C•••••• unclassified
Feb 13, 2008 to Aug 1, 2008 · Charlotte, Nc
C•••••• F•••••••• A••••••••• I•• former
Jan 5, 2005 to Feb 1, 2007 · Charlotte, Nc
C•••••• F•••••••• A••••••••• I•• former
Oct 17, 2002 to Jan 7, 2004 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

T••••• A••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Nov 7, 2022, registered Jan 17, 2023 (71 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
N••••••••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••
left Jul 20, 2020, registered Nov 27, 2020 (130 days) · Other
1••• C•••••• M••••••••• C•••••• to N••••••••• S••••••••• L••
left Aug 1, 2008, registered Aug 1, 2008 (0 days) · corporate re-registration, not a move
C•••••• F•••••••• A••••••••• I•• to 1••• C•••••• M••••••••• C••••••
left Feb 1, 2007, registered Feb 13, 2008 (377 days) · Other

Signals

J••••• P•••••• left T••••• A••••••• S•••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2023-01-17)
Nov 7, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address