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

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RIA / WealthAdvisor19 years in industry

G•• M•••••• P•••

Advisor at C••• P•••••••

OFALLON, MO

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Search this name across graphsid dfx:ria:c25df3e9-6fd4-393a-a6b2-54c5fe44ff36

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 30, 2015 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: C••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 19, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• P•••••••	Independent wealth	Sep 2, 2010	n/a	yes	OFALLON, MO	Current employment
R••• P•••• L•••	n/a	Apr 30, 2015	Dec 31, 2018	no	ST.LOUS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••• P•••• L•••	n/a	Dec 31, 2018	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ C••• P•••••••Registered adviserregistration: current employment
Sep 2, 2010 to presentfactForm ADV
→ R••• P•••• L•••Registered adviserregistration: previous registration
Apr 30, 2015 to Dec 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c25df3e9-6fd4-393a-a6b2-54c5fe44ff36
First observed: Apr 30, 2015
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.