DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

P••• R• P•••••••••

Advisor at P••••••••

NEWTOWN SQUARE, PA | ENGLEWOOD, NJ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2004 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: P••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 13, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••	Independent wealth	Sep 21, 2023	n/a	yes	NEWTOWN SQUARE, PA\|ENGLEWOOD, NJ	Current employment
V•••••••• L•	Former SEC adviser	Mar 19, 2004	Sep 18, 2023	no	EDGEMONT, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••••• L•	P••••••••	Sep 18, 2023	Sep 21, 2023	3	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
130758:151736:PA:2023-09-18	Sep 18, 2023	Sep 21, 2023	EDGEMONT, PA	Firm change

Relationships

Registered with (2)

→ P••••••••Registered adviserregistration: current employment
Sep 21, 2023 to presentfactForm ADV
→ V•••••••• L•Registered adviserregistration: previous registration
Mar 19, 2004 to Sep 18, 2023factForm ADV

Dated events

Occurred
Sep 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 19, 2004
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.