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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

R•••••• B••••••• P•••••

Advisor at F•••••••

Camarillo, CA | NEW YORK, NY

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Search this name across graphsid dfx:ria:8b913eb0-1054-0232-daf5-ada38b7c1e77

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 22, 2015 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: F•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 16, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••	Independent wealth	Sep 16, 2022	n/a	yes	Camarillo, CA\|NEW YORK, NY	Current employment
E•••••••	Independent wealth	Aug 3, 2021	Jul 27, 2022	no	NEW YORK, NY

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••	F•••••••	Jul 27, 2022	Sep 16, 2022	51	Firm change	RIA to new firm
J••• M••••• P•••••• W••••• A••••••• L••	E•••••••	Jan 3, 2018

Relationships

Registered with (4)

→ F•••••••Registered adviserregistration: current employment
Sep 16, 2022 to presentfactForm ADV
→ E•••••••Registered adviserregistration: previous registration
Aug 3, 2021 to Jul 27, 2022factForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Oct 13, 2015 to Jan 3, 2018factForm ADV
→ S•• F•••••••• I••

Dated events

Occurred
Jul 27, 2022
Advisor changed firm
R•••••• B••••••• P••••• left Ellevest for Fruitful (registered 2022-09-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b913eb0-1054-0232-daf5-ada38b7c1e77
First observed: Jun 22, 2015
Last observed: Sep 14, 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.