R•••• K• B•••••

Advisor at P•• A••••••• S•••••••• L••

ALBANY, NY

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Search this name across graphsid dfx:ria:1b605421-a600-61fe-02d9-8bfe789a7b80

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 18, 2015 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•• A••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• A••••••• S•••••••• L••	Independent wealth	Jun 18, 2020	n/a	yes	ALBANY, NY	Current employment
M••••••• A•••••••• I••	Former SEC adviser	Aug 18, 2015	Oct 22, 2020	no	KALAMAZOO, MI\|ALBANY, NY\|Portage, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• A•••••••• I••	P•• A••••••• S•••••••• L••	Oct 22, 2020	Jun 18, 2020	-126	Firm change after gap	Other

Relationships

Registered with (2)

→ P•• A••••••• S•••••••• L••Registered adviserregistration: current employment
Jun 18, 2020 to presentfactForm ADV
→ M••••••• A•••••••• I••Registered adviserregistration: previous registration
Aug 18, 2015 to Oct 22, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b605421-a600-61fe-02d9-8bfe789a7b80
First observed: Aug 18, 2015
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.