DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

B••••••• E••• B•••••

Advisor at P••••• F•••••••• A•••••••• L••

CHAPEL HILL, NC

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Search this name across graphsid dfx:ria:a9a20418-3926-d301-51b1-00cca4c2ecb6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 11, 2008 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: P••••• F•••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 2, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••• F•••••••• A•••••••• L••	State registered	Apr 19, 2021	n/a	yes	CHAPEL HILL, NC	Current employment
W••••••• F•••••••• A•••••••• I•••	Independent wealth	Jul 2, 2009	Apr 1, 2021	no	CHAPEL HILL, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••• F•••••••• A•••••••• I•••	P••••• F•••••••• A•••••••• L••	Apr 1, 2021	Apr 19, 2021	18	Firm change	RIA to state RIA
W••••••• F•••••••• A•••••••• L••	W••••••• F•••••••• A•••••••• I•••	Jul 2, 2009	Jul 2, 2009

Relationships

Registered with (3)

→ P••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 19, 2021 to presentfactForm ADV
→ W••••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 2, 2009 to Apr 1, 2021factForm ADV
→ W••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 11, 2008 to Jul 2, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9a20418-3926-d301-51b1-00cca4c2ecb6
First observed: Sep 11, 2008
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.