T••••• A••••••

Advisor at P•••••••• M•••••• L••

••• Locked

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:38b9ccb6-42a0-5951-0224-6d9f07e7f166

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 9, 2025 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•••••••• M•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• M•••••• L••	Independent wealth	May 22, 2025	n/a	yes	St Pete Beach, FL\|BONITA SPRINGS, FL	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Jan 9, 2025	Apr 30, 2025	no	TAMPA, FL\|ST. PETE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	P•••••••• M•••••• L••	Apr 30, 2025	May 22, 2025	22	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ P•••••••• M•••••• L••Registered adviserregistration: current employment
May 22, 2025 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 9, 2025 to Apr 30, 2025factForm ADV

Dated events

Occurred
Apr 30, 2025
Advisor changed firm
T••••• A•••••• left P••• A••••• S••••••••• L•• for P•••••••• M•••••• L•• (registered 2025-05-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38b9ccb6-42a0-5951-0224-6d9f07e7f166
First observed: Jan 9, 2025
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.