DFX Intelligence

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

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RIA / WealthAdvisor39 years in industry

G••••• P•••••• P•••••

Advisor at O•••••••••

••• Locked

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Search this name across graphsid dfx:ria:50893738-3890-54af-4368-5c50a479a3a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 21, 2008 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: May 12, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Jan 1, 2026	n/a	yes	WALL, NJ\|KINGSTON, PA\|OVERLAND PARK, KS	Current employment
T••••••• I••••••••• M•••••••••	Institutional manager	Aug 27, 2015	Jul 29, 2022	no	DURYEA, PA\|MADISON, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• B•••••••• S•••••••• I•••	T••••••• I••••••••• M•••••••••	Jul 29, 2022	Aug 27, 2015	-2,528	Channel change	Other
T••••••• I••••••••• M•••••••••	O•••••••••	Jul 29, 2022	Jan 1, 2026

Relationships

Registered with (3)

→ O•••••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ T••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Aug 27, 2015 to Jul 29, 2022factForm ADV
→ C••• B•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 21, 2008 to Jul 29, 2022factForm ADV

Dated events

Occurred
Jul 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50893738-3890-54af-4368-5c50a479a3a3
First observed: Oct 21, 2008
Last observed: Sep 15, 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.