H••••• M•••••••

Advisor at P•••••••• S••••••••• I•••

Brandon, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4f39fa0-1b22-74d8-f52d-6902e7de0046

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2005 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•••••••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 18, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• S••••••••• I•••	Bd affiliated wealth	Feb 23, 2018	n/a	yes	Brandon, FL	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Feb 1, 2010	Feb 16, 2018	no	TAMPA, FL\|TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	P•••••••• S••••••••• I•••	Feb 16, 2018	Feb 23, 2018	7	Firm change	Other
N•• E•••••• S••••••••• C•••••••••	P••• A••••• S••••••••• L••	Dec 23, 2009	Feb 1, 2010

Relationships

Registered with (3)

→ P•••••••• S••••••••• I•••Registered adviserregistration: current employment
Feb 23, 2018 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 1, 2010 to Feb 16, 2018factForm ADV
→ N•• E•••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Jul 26, 2005 to Dec 23, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b4f39fa0-1b22-74d8-f52d-6902e7de0046
First observed: Jul 26, 2005
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.