DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

P•••••• J•••• T••••

Advisor at R••••• S•••• I••••••••• S••••••••

NORTH MYRTLE BEACH, SC

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Search this name across graphsid dfx:ria:29d348fb-c164-82ce-f312-7f49a235fcf9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Oct 3, 2006 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: R••••• S•••• I••••••••• S••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 10, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 10

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• S•••• I••••••••• S••••••••	State registered	Jul 27, 2026	n/a	yes	NORTH MYRTLE BEACH, SC	Current employment
C•••••• F•••••••• A••••••• S•••••••• L••	Independent wealth	May 5, 2025	Aug 30, 2026	no	ORMOND BEACH, FL\|North Myrtle Beach, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• A••••••• S•••••••• L••	R••••• S•••• I••••••••• S••••••••	Aug 30, 2026	Jul 27, 2026	-34	Firm change after gap	RIA to state RIA
M•••••••• A•••••••	C•••••• F•••••••• A••••••• S•••••••• L••	May 20, 2025	May 5, 2025

Relationships

Registered with (11)

→ R••••• S•••• I••••••••• S••••••••Registered adviserregistration: current employment
Jul 27, 2026 to presentfactForm ADV
→ C•••••• F•••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
May 5, 2025 to Aug 30, 2026factForm ADV
→ M•••••••• A•••••••Registered adviserregistration: previous registration
Nov 9, 2022 to May 20, 2025factForm ADV
→ U••••• B•••••••• S••••••• I••

Dated events

Occurred
Aug 30, 2026
Advisor changed firm
P•••••• J•••• T•••• left C•••••• F•••••••• A••••••• S•••••••• L•• for R••••• S•••• I••••••••• S•••••••• (registered 2026-07-27)
Form ADVobserved 7 days ago
Occurred
May 20, 2025
Advisor changed firm
P•••••• J•••• T•••• left M•••••••• A••••••• for C•••••• F•••••••• A••••••• S•••••••• L•• (registered 2025-05-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29d348fb-c164-82ce-f312-7f49a235fcf9
First observed: Oct 3, 2006
Last observed: Sep 14, 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.