DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

D••••• P••• P••••

Advisor at P•• W••••• M•••••••••

Marietta, GA

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Search this name across graphsid dfx:ria:b0a4714f-8318-7ddc-f8a9-3f97d0bf0453

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 20, 2006 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•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 19, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Mar 26, 2013	n/a	yes	Marietta, GA	Current employment
W•••• F•••• A•••••••	Wirehouse	Mar 18, 2008	Mar 12, 2013	no	MCADOO, PA\|ALLENTOWN, PA\|WHITEHALL, PA\|WILKES-BARRE, PA\|PITTSTON, PA\|TUNKHANNOCK, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	P•• W••••• M•••••••••	Mar 12, 2013	Mar 26, 2013	14	Firm change	Other
M•• S•••••••••	W•••• F•••• A•••••••	Mar 3, 2008	Mar 18, 2008

Relationships

Registered with (3)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Mar 26, 2013 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 18, 2008 to Mar 12, 2013factForm ADV
→ M•• S•••••••••Registered adviserregistration: previous registration
Jul 20, 2006 to Mar 3, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0a4714f-8318-7ddc-f8a9-3f97d0bf0453
First observed: Jul 20, 2006
Last observed: Sep 14, 2026 9 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.