DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

P••• R•••••• C••••••

Advisor at P••• C•••••• I••••••••• L••

MILTON, FL

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Search this name across graphsid dfx:ria:afb6f6bd-6431-d1af-a717-621e644d85e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 1, 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••• C•••••• I••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 31, 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• C•••••• I••••••••• L••	State registered	Sep 10, 2021	n/a	yes	MILTON, FL	Current employment
E••••• J••••	National bd RIA	Jun 14, 2019	Aug 12, 2021	no	ST LOUIS, MO\|Plover, WI\|Stevens Point, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	P••• C•••••• I••••••••• L••	Aug 12, 2021	Sep 10, 2021	29	Firm change	Ibd to state RIA
A••••••• A••••••• S•••••••	E••••• J••••	Dec 31, 2017	Jun 14, 2019

Relationships

Registered with (3)

→ P••• C•••••• I••••••••• L••Registered adviserregistration: current employment
Sep 10, 2021 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jun 14, 2019 to Aug 12, 2021factForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Jul 15, 2015 to Dec 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:afb6f6bd-6431-d1af-a717-621e644d85e9
First observed: Aug 1, 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.