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

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RIA / WealthAdvisorCertified Financial Planner11 years in industrynot currently registered

C•••••• B••••

Advisor at W•••••• P•••••• W•••••

BRIDGEVILLE, PA | Washington, DC

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Search this name across graphsid dfx:ria:560ec50e-5917-2822-2704-152a3f7782d8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 0
Observed: Jun 1, 2015 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: W•••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• P•••••• W•••••	Independent wealth	Jul 10, 2025	n/a	yes	Washington, DC\|BRIDGEVILLE, PA	Current employment

Relationships

Registered with (1)

→ W•••••• P•••••• W•••••Registered adviserregistration: current employment
Jul 10, 2025 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

First seen by DFX
Sep 15, 2026
date not stated
C•••••• B•••• no longer holds an investment adviser registration (last listed at W•••••• P•••••• W••••• on the 2026-09-14 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:560ec50e-5917-2822-2704-152a3f7782d8
First observed: Jun 1, 2015
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.