DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Q•••••• A••••• P•••

Advisor at B••••• P••••• A•••••••• L••

NEWPORT BEACH, CA | Greenville, SC

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Search this name across graphsid dfx:ria:79b2c1d7-6d85-334c-0606-3a5dac1f5dcf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 4, 2019 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: B••••• P••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• P••••• A•••••••• L••	Independent wealth	May 21, 2024	n/a	yes	Greenville, SC\|NEWPORT BEACH, CA	Current employment
G•••••••• C•••••• A••••••••• L••	Independent wealth	Jul 24, 2019	Apr 23, 2024	no	GREENVILLE, SC\|G••••••••, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••••• C•••••• A••••••••• L••	B••••• P••••• A•••••••• L••	Apr 23, 2024	May 21, 2024	28	Firm change	RIA to RIA
E••••• J••••	G•••••••• C•••••• A••••••••• L••	Jun 11, 2019	Jul 24, 2019

Relationships

Registered with (3)

→ B••••• P••••• A•••••••• L••Registered adviserregistration: current employment
May 21, 2024 to presentfactForm ADV
→ G•••••••• C•••••• A••••••••• L••Registered adviserregistration: previous registration
Jul 24, 2019 to Apr 23, 2024factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Mar 4, 2019 to Jun 11, 2019factForm ADV

Dated events

Occurred
Apr 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79b2c1d7-6d85-334c-0606-3a5dac1f5dcf
First observed: Mar 4, 2019
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.