DFX Intelligence

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

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RIA / WealthAdvisor39 years in industry

P••• G••••• G•••••

Advisor at S••••• F•••••••• W••••• A•••••••

LAFAYETTE, LA | SLIDELL, LA

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Search this name across graphsid dfx:ria:157510fd-6798-5d39-e02a-974cc1c5bb79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2010 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: S••••• F•••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• F•••••••• W••••• A•••••••	Independent wealth	Oct 25, 2022	n/a	yes	SLIDELL, LA\|LAFAYETTE, LA	Current employment
A•• W••••• M••••••••• G••••• L••	Independent wealth	Oct 26, 2010	Oct 24, 2022	no	METAIRIE, LA\|Slidell, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•• W••••• M••••••••• G••••• L••	S••••• F•••••••• W••••• A•••••••	Oct 24, 2022	Oct 25, 2022	1	Firm change	RIA to RIA

Relationships

Registered with (2)

→ S••••• F•••••••• W••••• A•••••••Registered adviserregistration: current employment
Oct 25, 2022 to presentfactForm ADV
→ A•• W••••• M••••••••• G••••• L••Registered adviserregistration: previous registration
Oct 26, 2010 to Oct 24, 2022factForm ADV

Dated events

Occurred
Oct 24, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:157510fd-6798-5d39-e02a-974cc1c5bb79
First observed: Oct 26, 2010
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.