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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

P••• H•••• P••••••••

Advisor at C•••••• A•••••••

Canonsburg, PA | Uniontown, PA

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Search this name across graphsid dfx:ria:a1200fd8-2771-2394-bac5-43352a70dd30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2017 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•••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

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
C•••••• A•••••••	Bd affiliated wealth	Aug 13, 2019	n/a	yes	Canonsburg, PA	Current employment
L•••••• I•••••••••	Independent wealth	Aug 13, 2019	n/a	yes	Canonsburg, PA\|Uniontown, PA

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
K•• I••••••••• S••••••• L••	L•••••• I•••••••••	Aug 13, 2019	Aug 13, 2019	0	Firm change	Ibd to ibd
P•• W••••• M•••••••••	K•• I••••••••• S••••••• L••	Mar 19, 2018

Relationships

Registered with (4)

→ C•••••• A•••••••Registered adviserregistration: current employment
Aug 13, 2019 to presentfactForm ADV
→ L•••••• I•••••••••Registered adviserregistration: current employment
Aug 13, 2019 to presentfactForm ADV
→ K•• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Feb 15, 2019 to Aug 13, 2019factForm ADV
→ P•• W••••• M•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1200fd8-2771-2394-bac5-43352a70dd30
First observed: Mar 28, 2017
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.