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.

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Registered advisor

P••• R••••• J••••

G•••• O•••• R••• F••••••••state registeredLewes, DeIA-onlyIAPD 4443002

Personal Financial Specialist

Feed of 09/14/2026

Also filed as Paul R J••••

At current firm

1 y

since Jan 7, 2025

In the industry

13 y

since Nov 1, 2012 (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

G•••• O•••• R••• F•••••••• state registered current
since Jan 7, 2025 · Lewes, De
W••••••••• W••••• M••••••••• I••• state registered
May 14, 2019 to Nov 4, 2024 · Elizabethtown, Pa
A•••••• A••••••• S••••••• former
May 23, 2016 to Jun 11, 2019 · Mechanicsburg, Pa
W•••••• • R••• former
May 28, 2014 to Jun 9, 2016 · Camp Hill, Pa

Moves

a registration end followed by a registration begin elsewhere

W••••••••• W••••• M••••••••• I••• to G•••• O•••• R••• F••••••••
left Nov 4, 2024, registered Jan 7, 2025 (64 days) · Other
A•••••• A••••••• S••••••• to W••••••••• W••••• M••••••••• I•••
left Jun 11, 2019, registered May 14, 2019 (-28 days) · Affiliated broker-dealer or bank to a state-registered adviser
W•••••• • R••• to A•••••• A••••••• S•••••••
left Jun 9, 2016, registered May 23, 2016 (-17 days) · Other

Signals

P••• R••••• J•••• left W••••••••• W••••• M••••••••• I••• for G•••• O•••• R••• F•••••••• (registered 2025-01-07)
Nov 4, 2024 · 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: STATE REGISTEREDderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address