P••• M• C••••••

Advisor at W•••••••• W••••• M••••••••• I•••

W••••••••, GA | Hinsham, MA

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 graphsid dfx:ria:8efa9b71-f746-b13a-3424-ce9aed18e310

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2008 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: W•••••••• W••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 29, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••••• W••••• M••••••••• I•••	Independent wealth	Jul 24, 2018	n/a	yes	Hinsham, MA\|W••••••••, GA	Current employment
W•••••••• F•••••••• G••••• I•••	Former SEC adviser	Sep 16, 2008	Nov 8, 2018	no	W••••••••, GA\|PISCATAWAY, NJ\|BASKING RIDGE, NJ\|WARREN, NJ\|HINSHAM, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••••• F•••••••• G••••• I•••	W•••••••• W••••• M••••••••• I•••	Nov 8, 2018	Jul 24, 2018	-107	Channel change	RIA to new firm
I• A••••••• S•••••••• I•••	W•••••••• F•••••••• G••••• I•••	Sep 19, 2008	Sep 16, 2008

Relationships

Registered with (3)

→ W•••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Jul 24, 2018 to presentfactForm ADV
→ W•••••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Sep 16, 2008 to Nov 8, 2018factForm ADV
→ I• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 31, 2008 to Sep 19, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8efa9b71-f746-b13a-3424-ce9aed18e310
First observed: Mar 31, 2008
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.