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

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RIA / WealthAdvisor39 years in industry

E••••• E•••••• P•••••

Advisor at P••••• P•••••••• A•••••••• I•••

CONSHOHOCKEN, PA | RADNOR, PA

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Search this name across graphsid dfx:ria:4bca8436-58e9-d8d9-0bb3-972e06dcc3b0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 13, 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: P••••• P•••••••• A•••••••• I•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 3, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P••••• P•••••••• A•••••••• I•••	State registered	Jun 6, 2016	n/a	yes	RADNOR, PA\|CONSHOHOCKEN, PA	Current employment
A••••••• A•••• M••••••••• I•••	Mixed wealth	May 17, 2007	Jun 14, 2016	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• A•••• M••••••••• I•••	P••••• P•••••••• A•••••••• I•••	Jun 14, 2016	Jun 6, 2016	-8	Firm change	Other
G••••••••• I•••••••••	A••••••• A•••• M••••••••• I•••	Jun 5, 2007

Relationships

Registered with (4)

→ P••••• P•••••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 6, 2016 to presentfactForm ADV
→ A••••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
May 17, 2007 to Jun 14, 2016factForm ADV
→ G••••••••• I•••••••••Registered adviserregistration: previous registration
Mar 19, 2004 to Jun 5, 2007factForm ADV
→ G••••••••• F•••• D••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4bca8436-58e9-d8d9-0bb3-972e06dcc3b0
First observed: Nov 13, 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.