DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

P••• A••• H••••••

Advisor at G•••••• W••••• P•••••••• L••

BONITA SPRINGS, FL

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Search this name across graphsid dfx:ria:60978866-4c2b-fdda-ee6e-07d89b0450b6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 23, 2004 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: G•••••• W••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 23, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• W••••• P•••••••• L••	State registered	Feb 13, 2014	n/a	yes	BONITA SPRINGS, FL	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Dec 9, 2008	Sep 11, 2013	no	CEDAR RAPIDS, IA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	G•••••• W••••• P•••••••• L••	Sep 11, 2013	Feb 13, 2014	155	Firm change	Other
H•••••• F••••••••• L••	R••••• W• B•••• • C•• I•••••••••	Jul 16, 2008	Dec 9, 2008

Relationships

Registered with (4)

→ G•••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Feb 13, 2014 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Dec 9, 2008 to Sep 11, 2013factForm ADV
→ H•••••• F••••••••• L••Registered adviserregistration: previous registration
Apr 24, 2007 to Jul 16, 2008factForm ADV
→ S••••• C•••••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60978866-4c2b-fdda-ee6e-07d89b0450b6
First observed: Jun 23, 2004
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.