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

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RIA / WealthAdvisor23 years in industry

P•••••• W•••••• L•••••

Advisor at C••••• P••••••• L••

NEW YORK, NY | Lansdowne, VA | LANSDOWNE, VA

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Search this name across graphsid dfx:ria:4082ab8a-6d47-27b1-7e6e-978926af9de6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 9, 2002 to Sep 15, 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: C••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 6, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• P••••••• R••••••••• P••• C•••••••••	Institutional manager	Oct 15, 2025	n/a	yes	NEW YORK, NY\|Lansdowne, VA	Current employment
C••••• P••••••• L••	Independent wealth	Oct 1, 2025	n/a	yes	NEW YORK, NY\|LANSDOWNE, VA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•• H••• W••••• A•••••••• L••	C••••• P••••••• L••	Oct 2, 2025	Oct 1, 2025	-1	Firm change	RIA to RIA
W•••• F•••• A•••••••	O•• H••• W••••• A•••••••• L••	May 23, 2022	May 9, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
318606:151559:VA:2025-10-02	Oct 2, 2025	Oct 1, 2025	LANSDOWNE, VA	Firm change
19616:318606:VA:2022-05-23	May 23, 2022	May 9, 2022	LEESBURG, VA	Firm change

Relationships

Registered with (5)

→ C••••• P••••••• R••••••••• P••• C•••••••••Registered adviserregistration: current employment
Oct 15, 2025 to presentfactForm ADV
→ C••••• P••••••• L••Registered adviserregistration: current employment
Oct 1, 2025 to presentfactForm ADV
→ O•• H••• W••••• A•••••••• L••Registered adviserregistration: previous registration
May 9, 2022 to Oct 2, 2025factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Oct 2, 2025
Advisor changed firm
P•••••• W•••••• L••••• left O•• H••• W••••• A•••••••• L•• for C••••• P••••••• L•• (registered 2025-10-01)
Form ADVobserved 7 days ago
Occurred
May 23, 2022
Advisor changed firm
P•••••• W•••••• L••••• left W•••• F•••• A••••••• for O•• H••• W••••• A•••••••• L•• (registered 2022-05-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4082ab8a-6d47-27b1-7e6e-978926af9de6
First observed: Dec 9, 2002
Last observed: Sep 15, 2026 7 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.