A••••• M•••••

Advisor at P•• W••••• M•••••••••

EAST BRUNSWICK, NJ

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:27c01e99-25a3-2d0a-f1a6-3b2a08d9b3a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 22, 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 30, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Aug 12, 2024	n/a	yes	EAST BRUNSWICK, NJ	Current employment
S•••••••• S•••••••••	Bd affiliated wealth	Jan 15, 2021	Aug 9, 2024	no	Wyncote, PA\|Cheltenham, PA\|CONCORD, NH\|Philadelphia, PA\|Lafayette Hill, PA\|Villanova, PA\|Philadelphia, PA\|Wyndmoor, PA\|Elkins Park, PA\|Flourtown, PA\|Philadelphia, PA\|Blue Bell, PA\|Abington, PA\|Lowell, MA\|Feasterville-Trevose, PA\|Philadelphia, PA\|Philadelphia, PA\|Bensalem, PA\|Philadelphia, PA\|Wayne, PA\|Philadelphia, PA\|Conshohocken, PA\|Yeadon, PA\|Philadelphia, PA\|Philadelphia, PA\|Conshohocken, PA\|North Wales, PA\|Conshohocken, PA\|Philadelphia, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• S•••••••••	P•• W••••• M•••••••••	Aug 9, 2024	Aug 12, 2024	3	Firm change	Ibd to ibd
P•••• S••••••••• L••	S•••••••• S•••••••••	Oct 15, 2019	Jan 15, 2021

Relationships

Registered with (5)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Aug 12, 2024 to presentfactForm ADV
→ S•••••••• S•••••••••Registered adviserregistration: previous registration
Jan 15, 2021 to Aug 9, 2024factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Dec 27, 2018 to Oct 15, 2019factForm ADV
→ S••••••• P•••••• F••••••••• L••

Dated events

Occurred
Aug 9, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27c01e99-25a3-2d0a-f1a6-3b2a08d9b3a7
First observed: Dec 22, 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.