DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner17 years in industry

P••••• D•••• S•••••

Advisor at O••••••• B•• W••••• P•••••••

PARSIPPANY, NJ | Winter Park, FL

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:13986fe3-0d87-59db-bde4-12c0231db784

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 24, 2009 to Sep 15, 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: O••••••• B•• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• B•• W••••• P•••••••	Independent wealth	Apr 13, 2026	n/a	yes	Winter Park, FL\|PARSIPPANY, NJ	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Apr 24, 2009	Apr 7, 2026	no	DOWNERS GROVE, IL\|ORLANDO, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	O••••••• B•• W••••• P•••••••	Apr 7, 2026	Apr 13, 2026	6	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
2881:318366:FL:2026-04-07	Apr 7, 2026	Apr 13, 2026	ORLANDO, FL	Firm change

Relationships

Registered with (2)

→ O••••••• B•• W••••• P•••••••Registered adviserregistration: current employment
Apr 13, 2026 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Apr 24, 2009 to Apr 7, 2026factForm ADV

Dated events

Occurred
Apr 7, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13986fe3-0d87-59db-bde4-12c0231db784
First observed: Apr 24, 2009
Last observed: Sep 15, 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.