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

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RIA / WealthAdvisor43 years in industry

C•••••• P•••••• B••••

Advisor at B••••••• C•••••• P•••••••• L••

MILTON, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 22, 2003 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: B••••••• C•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 28, 1982earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• C•••••• P•••••••• L••	Independent wealth	Aug 20, 2015	n/a	yes	MILTON, GA	Current employment
W•••• F•••• A•••••••	Wirehouse	Sep 1, 2009	Aug 25, 2015	no	ATLANTA, GA\|NORCROSS, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	B••••••• C•••••• P•••••••• L••	Aug 25, 2015	Aug 20, 2015	-5	Firm change	Wirehouse to new firm
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	Sep 23, 2009	Sep 1, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:281082:GA:2015-08-25	Aug 25, 2015	Aug 20, 2015	NORCROSS, GA	Firm change

Relationships

Registered with (5)

→ B••••••• C•••••• P•••••••• L••Registered adviserregistration: current employment
Aug 20, 2015 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 1, 2009 to Aug 25, 2015factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Sep 26, 2005 to Sep 23, 2009factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 22, 2003
Last observed: Sep 14, 2026 10 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.