T•••••• D••••

Advisor at P•••••• M••••••••• S••••••• L•••••

••• Locked

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:c688126d-ae57-4aa6-7d83-dffc3c5e2136

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 12, 2021 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•••••• M••••••••• S••••••• L•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• M••••••••• S••••••• L•••••	State registered	Jun 11, 2021	n/a	yes	KING OF PRUSSIA, PA\|WEST CHESTER, PA	Current employment
S••••• M•••••••••	Independent wealth	Feb 12, 2021	Jul 1, 2021	no	King of Prussia, PA\|West Chester, PA\|NORTH LITTLE ROCK, AR

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
S••••• M•••••••••	P•••••• M••••••••• S••••••• L•••••	Jul 1, 2021	Jun 11, 2021	-20	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ P•••••• M••••••••• S••••••• L•••••Registered adviserregistration: current employment
Jun 11, 2021 to presentfactForm ADV
→ S••••• M•••••••••Registered adviserregistration: previous registration
Feb 12, 2021 to Jul 1, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c688126d-ae57-4aa6-7d83-dffc3c5e2136
First observed: Feb 12, 2021
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.