A•••• S•••• P••

Advisor at C••••••••• P••••••• G••••

FAIRFIELD, NJ | Lake Mary, FL

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 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2014 to Sep 15, 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••••••••• P••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• P••••••• G••••	Independent wealth	Aug 25, 2026	n/a	yes	Lake Mary, FL\|FAIRFIELD, NJ	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Aug 25, 2014	Jul 15, 2026	no	VIENNA, VA\|LAKE MARY, FL\|LAKE MARY, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	C••••••••• P••••••• G••••	Jul 15, 2026	Aug 25, 2026	41	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ C••••••••• P••••••• G••••Registered adviserregistration: current employment
Aug 25, 2026 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Aug 25, 2014 to Jul 15, 2026factForm ADV

Dated events

Order

Occurred
15 Jul 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 25, 2014
Last observed: Sep 15, 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.