DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

B•••• D•••• B••••

Advisor at P•••••••• L••

SAINT LOUIS, MO

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Search this name across graphsid dfx:ria:4f4a5e8e-d6a8-ab04-213c-36815078ada1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 27, 2013 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•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• L••	Independent wealth	Nov 20, 2023	n/a	yes	SAINT LOUIS, MO	Current employment
M••••• D••••• P•••••••• L••	Independent wealth	May 19, 2023	Jul 28, 2023	no	ST. LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• D••••• P•••••••• L••	P•••••••• L••	Jul 28, 2023	Nov 20, 2023	115	Firm change	RIA to RIA
C••••• I••••••••• A••••••• L••	M••••• D••••• P•••••••• L••	May 3, 2023	May 19, 2023

Relationships

Registered with (4)

→ P•••••••• L••Registered adviserregistration: current employment
Nov 20, 2023 to presentfactForm ADV
→ M••••• D••••• P•••••••• L••Registered adviserregistration: previous registration
May 19, 2023 to Jul 28, 2023factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 2, 2021 to May 3, 2023factForm ADV
→ V•••• C••••••• I•••

Dated events

Occurred
Jul 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
May 3, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f4a5e8e-d6a8-ab04-213c-36815078ada1
First observed: Jun 27, 2013
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.