DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

P•••• W•••••• K••••

Advisor at P•••• C•••••• F••••••••

OVERLAND PARK, KS | Asheville, NC

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Search this name across graphsid dfx:ria:8901f6b2-123c-c886-9070-0772a85d1312

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 17, 1999 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•••• C•••••• F••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Mar 3, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• C•••••• F••••••••	Mixed wealth	Jan 3, 2023	n/a	yes	Asheville, NC\|OVERLAND PARK, KS	Current employment
E•••• E••••• A•••••••• L••	Former SEC adviser	Jan 13, 2017	Mar 31, 2023	no	ASHEVILLE, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• E••••• A•••••••• L••	P•••• C•••••• F••••••••	Mar 31, 2023	Jan 3, 2023	-87	Firm change after gap	RIA to RIA
M•••••• P••••••• G••••	E•••• E••••• A•••••••• L••	Jan 9, 2017	Jan 13, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
285554:288712:NC:2023-03-31	Mar 31, 2023	Jan 3, 2023	ASHEVILLE, NC	Firm change after gap

Relationships

Registered with (6)

→ P•••• C•••••• F••••••••Registered adviserregistration: current employment
Jan 3, 2023 to presentfactForm ADV
→ E•••• E••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 13, 2017 to Mar 31, 2023factForm ADV
→ M•••••• P••••••• G••••Registered adviserregistration: previous registration
Jul 19, 2010 to Jan 9, 2017factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Mar 31, 2023
Advisor changed firm
P•••• W•••••• K•••• left E•••• E••••• A•••••••• L•• for P•••• C•••••• F•••••••• (registered 2023-01-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8901f6b2-123c-c886-9070-0772a85d1312
First observed: Mar 17, 1999
Last observed: Sep 15, 2026 7 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.