P•••••• B•••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Mansfield, OH | Bellville, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:54de7b23-6791-f634-ea95-af0af0e4d02a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 9, 2008 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 9, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Aug 22, 2024	n/a	yes	Bellville, OH\|Mansfield, OH	Current employment
I•••••• A••••••• L••	Independent wealth	Nov 15, 2018	Aug 22, 2024	no	Mansfield, OH\|OAKMONT, PA\|Bellville, OH\|Mansfield, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• A••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Aug 22, 2024	Aug 22, 2024	0	Firm change	RIA to ibd
E•• W••••• M••••••••• L••	I•••••• A••••••• L••	Dec 23, 2020	Nov 15, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
298868:134139:OH:2024-08-22	Aug 22, 2024	Aug 22, 2024	MANSFIELD, OH	Firm change

Relationships

Registered with (5)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 22, 2024 to presentfactForm ADV
→ I•••••• A••••••• L••Registered adviserregistration: previous registration
Nov 15, 2018 to Aug 22, 2024factForm ADV
→ E•• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 12, 2016 to Dec 23, 2020factForm ADV
→ E•• W••••• M••••••••• L••

Dated events

Occurred
Aug 22, 2024
Advisor changed firm
P•••••• B••• left I•••••• A••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2024-08-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54de7b23-6791-f634-ea95-af0af0e4d02a
First observed: Jan 9, 2008
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.