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E••••• M••••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor33 years in industry

E••••• M••••••• B••••

Advisor at P•••• C•••••• F••••••••

OVERLAND PARK, KS | Hammond, LA

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Search this name across graphsid dfx:ria:cabf0913-a81c-8e31-acfc-c2689705e18f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 24, 2017 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•••• C•••••• F••••••••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 4derivedfrom 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•••• C•••••• F••••••••	Mixed wealth	Jul 18, 2022	n/a	yes	OVERLAND PARK, KS\|Hammond, LA	Current employment
B•••• E••••• P••••••• • W••••• A•••••••	Former SEC adviser	Sep 26, 2019	Aug 23, 2022	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
B•••• E••••• P••••••• • W••••• A•••••••	P•••• C•••••• F••••••••	Aug 23, 2022	Jul 18, 2022	-36	Firm change after gap	RIA to RIA
A• W••••• M••••••••• L••	B•••• E••••• P••••••• • W••••• A•••••••	Sep 26, 2019

Team moves

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

Team	Left	Joined	From	Kind
282580:305233:MS:2019-09-26	Sep 26, 2019	Sep 26, 2019	HATTIESBURG, MS	Firm change

Relationships

Registered with (3)

→ P•••• C•••••• F••••••••Registered adviserregistration: current employment
Jul 18, 2022 to presentfactForm ADV
→ B•••• E••••• P••••••• • W••••• A•••••••Registered adviserregistration: previous registration
Sep 26, 2019 to Aug 23, 2022factForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 24, 2017 to Sep 26, 2019factForm ADV

Dated events

Occurred
Aug 23, 2022
Advisor changed firm
E••••• M••••••• B•••• left B•••• E••••• P••••••• • W••••• A••••••• for P•••• C•••••• F•••••••• (registered 2022-07-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cabf0913-a81c-8e31-acfc-c2689705e18f
First observed: Apr 24, 2017
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.