DFX Intelligence

P••• K•••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

P••• K•••• G••••••

Advisor at C••• S••••• P•••••••

AUSTIN, TX

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Search this name across graphsid dfx:ria:116de1a1-6cae-ad04-75b6-716fc0160d87

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 16, 2005 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: C••• S••••• P•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 15, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• S••••• P•••••••	Bd affiliated wealth	Dec 6, 2013	n/a	yes	AUSTIN, TX	Current employment
R••••••••• W••••• M•••••••••	Former SEC adviser	Feb 16, 2005	Dec 9, 2013	no	AUSTIN, TX\|AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••••• W••••• M•••••••••	C••• S••••• P•••••••	Dec 9, 2013	Dec 6, 2013	-3	Firm change	Other

Relationships

Registered with (2)

→ C••• S••••• P•••••••Registered adviserregistration: current employment
Dec 6, 2013 to presentfactForm ADV
→ R••••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Feb 16, 2005 to Dec 9, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:116de1a1-6cae-ad04-75b6-716fc0160d87
First observed: Feb 16, 2005
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.