DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

B•••••• D• E•••••••••

Advisor at P••••••••• L••

Conway, AR | PEACHTREE CITY, GA

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Search this name across graphsid dfx:ria:d1da7815-53e0-a389-f3a1-30cc18bf4c38

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 6, 2019 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••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• L••	Mixed wealth	Aug 3, 2023	n/a	yes	Conway, AR\|PEACHTREE CITY, GA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jun 1, 2022	Jul 17, 2023	no	LITTLE ROCK, AR\|LAS CRUCES, NM\|LITTLE ROCK, AR\|FRISCO, TX\|LITTLE ROCK, AR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P••••••••• L••	Jul 17, 2023	Aug 3, 2023	17	Firm change	Wirehouse to RIA
I•• W••••• M••••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Feb 10, 2022	Jun 1, 2022

Relationships

Registered with (4)

→ P••••••••• L••Registered adviserregistration: current employment
Aug 3, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 1, 2022 to Jul 17, 2023factForm ADV
→ I•• W••••• M••••••••• I•••Registered adviserregistration: previous registration
May 24, 2021 to Feb 10, 2022factForm ADV
→ E••••• J••••

Dated events

Occurred
Jul 17, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 10, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1da7815-53e0-a389-f3a1-30cc18bf4c38
First observed: Aug 6, 2019
Last observed: Sep 14, 2026 9 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.