P•••• E• D••••

Advisor at C•••••••• W••••• A•••••••

NEWTOWN SQUARE, 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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 6, 2024 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: C•••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• W••••• A•••••••	Independent wealth	Aug 13, 2025	n/a	yes	NEWTOWN SQUARE, PA	Current employment
A••••••••• L•••	Other adviser	Mar 5, 2025	Jun 30, 2025	no	Paoli, PA\|Miami, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• L•••	C•••••••• W••••• A•••••••	Jun 30, 2025	Aug 13, 2025	44	Firm change	Other
M••••• S••••••	A••••••••• L•••	Feb 25, 2025	Mar 5, 2025

Relationships

Registered with (3)

→ C•••••••• W••••• A•••••••Registered adviserregistration: current employment
Aug 13, 2025 to presentfactForm ADV
→ A••••••••• L•••Registered adviserregistration: previous registration
Mar 5, 2025 to Jun 30, 2025factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Sep 6, 2024 to Feb 25, 2025factForm ADV

Dated events

Order

Occurred
30 Jun 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
25 Feb 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 6, 2024
Last observed: Sep 14, 2026 10 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.