I•• V•••••

Advisor at P•••• C•••••• M••••••••• L••

NEWPORT BEACH, CA

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:2f4108a3-f3e4-54c3-4b8b-20dc19667db6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 12, 2021 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•••• C•••••• M••••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• C•••••• M••••••••• L••	Other adviser	Apr 12, 2021	n/a	yes	NEWPORT BEACH, CA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jul 10, 2018	n/a	yes	NEWPORT BEACH, CA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• W••••• M••••••••• I•••	P•••• C•••••• M••••••••• L••	Dec 4, 2023	Apr 12, 2021	-966	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
146599:281739:CA:2023-12-04	Dec 4, 2023	Apr 12, 2021	NEWPORT BEACH, CA	Firm change after gap

Relationships

Registered with (3)

→ P•••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 12, 2021 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: current employment
Jul 10, 2018 to presentfactForm ADV
→ P•••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Apr 12, 2021 to Dec 4, 2023factForm ADV

Dated events

Occurred
Dec 4, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f4108a3-f3e4-54c3-4b8b-20dc19667db6
First observed: Apr 12, 2021
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.