DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

P••••• D••• P••••••••

Advisor at P• S•••••• W••••• M••••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:370591aa-0d29-7f81-61ad-eef015286370

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 29, 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• S•••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 24, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P• S•••••• W••••• M••••••••• L••	State registered	Jul 31, 2020	n/a	yes	ATLANTA, GA	Current employment
A••••••• A••••••• S•••••••	Former SEC adviser	Mar 19, 2018	Aug 10, 2020	no	Atlanta, GA\|LINCOLN, NE\|Atlanta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• A••••••• S•••••••	P• S•••••• W••••• M••••••••• L••	Aug 10, 2020	Jul 31, 2020	-10	Firm change	RIA to state RIA
M•••••• A••••• S••••••••• L••	A••••••• A••••••• S•••••••	Mar 15, 2018	Mar 19, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
23224:14869:GA:2018-03-15	Mar 15, 2018	Mar 19, 2018	ATLANTA, GA	Firm change

Relationships

Registered with (4)

→ P• S•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 31, 2020 to presentfactForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Mar 19, 2018 to Aug 10, 2020factForm ADV
→ M•••••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 25, 2015 to Mar 15, 2018factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:370591aa-0d29-7f81-61ad-eef015286370
First observed: Apr 29, 2014
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.