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C••••• D•• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst27 years in industry

C••••• D•• B•••••

Advisor at E•••••••• P••

FRISCO, TX | BERWYN, PA

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Search this name across graphsid dfx:ria:a2079633-b7c9-9046-da99-9238c52483f8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 24, 2002 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: E•••••••• P••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 9, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• P••	Independent wealth	Jan 29, 2015	n/a	yes	BERWYN, PA\|FRISCO, TX	Current employment
P•••••••• I••••••••• I•••	Former SEC adviser	Apr 24, 2002	Dec 31, 2014	no	DALLAS, TX\|ADDISON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• I••••••••• I•••	E•••••••• P••	Dec 31, 2014	Jan 29, 2015	29	Firm change	Other

Relationships

Registered with (2)

→ E•••••••• P••Registered adviserregistration: current employment
Jan 29, 2015 to presentfactForm ADV
→ P•••••••• I••••••••• I•••Registered adviserregistration: previous registration
Apr 24, 2002 to Dec 31, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2079633-b7c9-9046-da99-9238c52483f8
First observed: Apr 24, 2002
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.