B•••••• K•••

Advisor at P••• I••••••••• L••

NEWARK, NJ

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2024 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: P••• I••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• I••••••••• L••	Asset manager	Apr 25, 2024	n/a	yes	NEWARK, NJ	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Mar 21, 2024	Mar 26, 2024	no	EATONTOWN, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	P••• I••••••••• L••	Mar 26, 2024	Apr 25, 2024	30	Firm change	Other
C••••• A••••••• L••	C••••• I••••••••• A••••••• L••	Mar 21, 2024	Mar 21, 2024

Relationships

Registered with (3)

→ P••• I••••••••• L••Registered adviserregistration: current employment
Apr 25, 2024 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 21, 2024 to Mar 26, 2024factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Jan 22, 2024 to Mar 21, 2024factForm ADV

Dated events

Order

Occurred
26 Mar 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 22, 2024
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.