DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at T• P•••••• C••••• W••••• L••
WEST PALM BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| T• P•••••• C••••• W••••• L•• | Bd affiliated wealth | Aug 11, 2025 | n/a | yes | WEST PALM BEACH, FL | Current employment |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Mar 27, 2025 | Jul 14, 2025 | no | WELLINGTON, FL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | T• P•••••• C••••• W••••• L•• | Jul 14, 2025 | Aug 11, 2025 | 28 | Firm change | Ibd to ibd |
| P•• W••••• M••••••••• | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | May 4, 2017 | Mar 27, 2025 |
| P•• W••••• M••••••••• | Bd affiliated wealth | Oct 10, 2013 | May 4, 2017 | no | LOXAHATCHEE, FL|WELLINGTON, FL | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Sep 19, 2011 | Feb 1, 2013 | no | PALM BEACH, FL|CHAPEL HILL, NC | Previous registration |
| 2,884 |
| Firm change after gap |
| Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | P•• W••••• M••••••••• | Feb 1, 2013 | Oct 10, 2013 | 251 | Firm change | Other |