DFX Intelligence

P••• K••••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor13 years in industry

P••• K••••• B•••••••

Advisor at V••••• W•••••

LANCASTER, PA

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 graphsid dfx:ria:7117bbdb-d55e-d515-15bc-e42279c06bb0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 16, 2015 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: V••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• W•••••	Independent wealth	Aug 4, 2025	n/a	yes	LANCASTER, PA	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Oct 16, 2015	Aug 5, 2025	no	LANCASTER, PA\|MECHANICSBURG, PA\|LANCASTER, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	V••••• W•••••	Aug 5, 2025	Aug 4, 2025	-1	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
10409:337216:PA:2025-08-05	Aug 5, 2025	Aug 4, 2025	LANCASTER, PA	Firm change

Relationships

Registered with (2)

→ V••••• W•••••Registered adviserregistration: current employment
Aug 4, 2025 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 16, 2015 to Aug 5, 2025factForm ADV

Dated events

Occurred
Aug 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7117bbdb-d55e-d515-15bc-e42279c06bb0
First observed: Oct 16, 2015
Last observed: Sep 14, 2026 9 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.