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

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RIA / WealthAdvisor16 years in industry

D••••••• B•••••••

Advisor at P••• W••••• P•••••••

BOCA RATON, FL

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Search this name across graphsid dfx:ria:00289ccc-7822-26b1-44d9-c1d8442bcbaf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 3, 2014 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••• W••••• P•••••••
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: Dec 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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••• W••••• P•••••••	Independent wealth	Jan 1, 2025	n/a	yes	BOCA RATON, FL	Current employment
E•••• F•••••••• G••••	Former SEC adviser	Nov 2, 2022	Jun 28, 2024	no	CORAL SPRINGS, FL\|BOCA RATON, FL

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
E•••• F•••••••• G••••	P••• W••••• P•••••••	Jun 28, 2024	Jan 1, 2025	187	Firm change	RIA to RIA
E•••••••• A•••••••• L••	E•••• F•••••••• G••••	Nov 4, 2022

Team moves

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

Team	Left	Joined	From	Kind
316323:323361:FL:2024-06-28	Jun 28, 2024	Jan 1, 2025	BOCA RATON, FL	Firm change
6627:316323:FL:2022-11-02	Nov 4, 2022	Nov 2, 2022	BOCA RATON, FL	Firm change

Relationships

Registered with (3)

→ P••• W••••• P•••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ E•••• F•••••••• G••••Registered adviserregistration: previous registration
Nov 2, 2022 to Jun 28, 2024factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 3, 2014 to Nov 4, 2022factForm ADV

Dated events

Occurred
Jun 28, 2024
Advisor changed firm
D••••••• B••••••• left E•••• F•••••••• G•••• for P••• W••••• P••••••• (registered 2025-01-01)
Form ADVobserved 7 days ago
Occurred
Nov 4, 2022
Advisor changed firm
D••••••• B••••••• left E•••••••• A•••••••• L•• for E•••• F•••••••• G•••• (registered 2022-11-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00289ccc-7822-26b1-44d9-c1d8442bcbaf
First observed: Oct 3, 2014
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.