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

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RIA / WealthAdvisor37 years in industry

P••• G••••• D•••••••

Advisor at F•••••• G••••• I••••••••• M••••••••• L••

Arlington, VA

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Search this name across graphsid dfx:ria:62c45a94-0f18-1419-4777-9dbf109bc347

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Apr 4, 2000 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: F•••••• G••••• I••••••••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• G••••• I••••••••• M••••••••• L••	Mixed wealth	Apr 6, 2023	n/a	yes	Arlington, VA	Current employment
W•••••• S••••••••• I•••	Bd affiliated wealth	Apr 8, 2025	Feb 25, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• S••••••••• I•••	n/a	Feb 25, 2026	n/a	n/a	Departure no registered destination	Departure
B• R•••• W••••• A•••••••• I•••	F•••••• G••••• I••••••••• M••••••••• L••	Apr 16, 2025	Apr 6, 2023

Relationships

Registered with (6)

→ F•••••• G••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Apr 6, 2023 to presentfactForm ADV
→ W•••••• S••••••••• I•••Registered adviserregistration: previous registration
Apr 8, 2025 to Feb 25, 2026factForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 30, 2022 to Apr 16, 2025factForm ADV
→ B• R•••• W••••• M•••••••••

Dated events

Occurred
Feb 25, 2026
Advisor departed, no destination yet
P••• G••••• D••••••• no longer registered at W•••••• S••••••••• I•••; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Apr 16, 2025
Advisor changed firm
P••• G••••• D••••••• left B• R•••• W••••• A•••••••• I••• for F•••••• G••••• I••••••••• M••••••••• L•• (registered 2023-04-06)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Advisor changed firm
P••• G••••• D••••••• left B• R•••• W••••• M••••••••• for B• R•••• W••••• A•••••••• I••• (registered 2022-08-30)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62c45a94-0f18-1419-4777-9dbf109bc347
First observed: Apr 4, 2000
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.