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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

B•••• R•••••• P•••

Advisor at P••• W••••• M•••••••••

LAKEWOOD RANCH, FL

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Search this name across graphsid dfx:ria:c0f44109-2762-9565-6399-8dfc155b013c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2011 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: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 15, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P••• W••••• M•••••••••	State registered	Oct 1, 2020	n/a	yes	LAKEWOOD RANCH, FL	Current employment
D••• K• E••••••• I•••	Independent wealth	Jun 22, 2017	Apr 1, 2021	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
D••• K• E••••••• I•••	P••• W••••• M•••••••••	Apr 1, 2021	Oct 1, 2020	-182	Firm change after gap	RIA to state RIA
E••••••• I••••••• S•••••••• L••	D••• K• E••••••• I•••	Jun 29, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
156320:35971:FL:2017-06-29	Jun 29, 2017	Jun 22, 2017	LAKEWOOD RANCH, FL	Firm change

Relationships

Registered with (4)

→ P••• W••••• M•••••••••Registered adviserregistration: current employment
Oct 1, 2020 to presentfactForm ADV
→ D••• K• E••••••• I•••Registered adviserregistration: previous registration
Jun 22, 2017 to Apr 1, 2021factForm ADV
→ E••••••• I••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 22, 2014 to Jun 29, 2017factForm ADV
→ P••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0f44109-2762-9565-6399-8dfc155b013c
First observed: Oct 5, 2011
Last observed: Sep 14, 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.