DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

L•••• L•• B•••••

Advisor at P•••••• I••••••••• M••••••••• G•••• I••

KNOXVILLE, TN

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Search this name across graphsid dfx:ria:465fa775-2e49-fe92-886b-b25d231fba45

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2004 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•••••• I••••••••• M••••••••• G•••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• I••••••••• M••••••••• G•••• I••	Independent wealth	Feb 18, 2005	n/a	yes	KNOXVILLE, TN	Current employment
P•••••• I••••••••• M••••••••• G•••• I••	Independent wealth	Apr 1, 2004	Dec 31, 2004	no	KNOXVILLE, TN

Relationships

Registered with (1)

→ P•••••• I••••••••• M••••••••• G•••• I••Registered adviserregistration: previous registration
Apr 1, 2004 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:465fa775-2e49-fe92-886b-b25d231fba45
First observed: Apr 1, 2004
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.