P••• O•

Advisor at B••••• W••••• P•••••••• I•••

NEWPORT BEACH, CA | SCOTTSDALE, AZ

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:bc51ecd7-116b-aad8-496e-8f96d91e98e5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 22, 2017 to Sep 15, 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: B••••• W••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 15, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• W••••• P•••••••• I•••	Independent wealth	Oct 8, 2025	n/a	yes	SCOTTSDALE, AZ\|NEWPORT BEACH, CA	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Apr 26, 2019	Jul 21, 2025	no	La Canada-Flintridge, CA\|Newbury Park, CA\|Tustin, CA\|Fountain Valley, CA\|Fort Mill, SC\|FRESNO, CA\|Placentia, CA\|San Antonio, TX\|Cypress, CA\|Fountain Valley, CA\|Buena Park, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	B••••• W••••• P•••••••• I•••	Jul 21, 2025	Oct 8, 2025	79	Firm change	Ibd to RIA
B••••••• I••••••••• S•••••••• I••• •••••	C•••••••• G••••• M•••••• I•••	May 1, 2019	Apr 26, 2019

Relationships

Registered with (4)

→ B••••• W••••• P•••••••• I•••Registered adviserregistration: current employment
Oct 8, 2025 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Apr 26, 2019 to Jul 21, 2025factForm ADV
→ B••••••• I••••••••• S•••••••• I••• •••••Registered adviserregistration: previous registration
Jan 30, 2018 to May 1, 2019factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Jul 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc51ecd7-116b-aad8-496e-8f96d91e98e5
First observed: Nov 22, 2017
Last observed: Sep 15, 2026 7 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.