E••• E• F•••••

Advisor at P•• W•••••• C••••••• L••

KNOXVILLE, TN

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Search this name across graphsid dfx:ria:6bd905e4-ec4f-89f4-c55e-fce5f3185612

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 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: P•• W•••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 18, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W•••••• C••••••• L••	Independent wealth	Nov 29, 2007	n/a	yes	KNOXVILLE, TN	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Mar 28, 2005	Dec 16, 2005	no	FAIRFIELD, IA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	P•• W•••••• C••••••• L••	Dec 16, 2005	Nov 29, 2007	713	Firm change after gap	Other
C•••••••• I••••••••• R•••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Mar 28, 2005

Relationships

Registered with (3)

→ P•• W•••••• C••••••• L••Registered adviserregistration: current employment
Nov 29, 2007 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 28, 2005 to Dec 16, 2005factForm ADV
→ C•••••••• I••••••••• R•••••••• I•••Registered adviserregistration: previous registration
Jan 23, 2004 to Mar 28, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6bd905e4-ec4f-89f4-c55e-fce5f3185612
First observed: Jan 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.