DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

P••• E••••• K••••••

Advisor at O••••••• B•• W••••• P•••••••

Birmingham, MI | PARSIPPANY, NJ

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Search this name across graphsid dfx:ria:7546e1f2-153f-8cf1-04ea-17fa577ef572

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 26, 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: O••••••• B•• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• B•• W••••• P•••••••	Independent wealth	Apr 11, 2022	n/a	yes	Birmingham, MI\|PARSIPPANY, NJ	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Jun 26, 2014	Mar 29, 2022	no	TROY, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	O••••••• B•• W••••• P•••••••	Mar 29, 2022	Apr 11, 2022	13	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
2881:318366:MI:2022-03-28	Mar 29, 2022	Apr 11, 2022	TROY, MI	Firm change

Relationships

Registered with (2)

→ O••••••• B•• W••••• P•••••••Registered adviserregistration: current employment
Apr 11, 2022 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Jun 26, 2014 to Mar 29, 2022factForm ADV

Dated events

Occurred
Mar 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7546e1f2-153f-8cf1-04ea-17fa577ef572
First observed: Jun 26, 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.