DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

A•• B••••• M•••••

Advisor at P•• A•••••••

Gilbert, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 26, 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•• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 28, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• A•••••••	Independent wealth	Feb 6, 2018	n/a	yes	Gilbert, AZ	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Oct 2, 2014	Feb 8, 2018	no	GILBERT, AZ\|TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	P•• A•••••••	Feb 8, 2018	Feb 6, 2018	-2	Firm change	Other
K•••• M•••••••••	J• W• C••• A•••••••• I•••	Sep 10, 2014	Oct 2, 2014

Relationships

Registered with (3)

→ P•• A•••••••Registered adviserregistration: current employment
Feb 6, 2018 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 2, 2014 to Feb 8, 2018factForm ADV
→ K•••• M•••••••••Registered adviserregistration: previous registration
Mar 26, 2014 to Sep 10, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 26, 2014
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.