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P•••• C• K••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

P•••• C• K••

Advisor at B••••••••• O•• P•••••• W••••• L••

KENNETT SQUARE, PA

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Search this name across graphsid dfx:ria:d3f7583d-3daf-38f0-5285-759e36877c1b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2005 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: B••••••••• O•• P•••••• W••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 14, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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
B••••••••• O•• P•••••• W••••• L••	Independent wealth	Jun 23, 2022	n/a	yes	KENNETT SQUARE, PA	Current employment
U••••• C•••••• F•••••••• A•••••••	Independent wealth	Dec 5, 2016	May 26, 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
U••••• C•••••• F•••••••• A•••••••	B••••••••• O•• P•••••• W••••• L••	May 26, 2022	Jun 23, 2022	28	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	U••••• C•••••• F•••••••• A•••••••	Dec 20, 2007

Relationships

Registered with (3)

→ B••••••••• O•• P•••••• W••••• L••Registered adviserregistration: current employment
Jun 23, 2022 to presentfactForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Dec 5, 2016 to May 26, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 15, 2005 to Dec 20, 2007factForm ADV

Dated events

Occurred
May 26, 2022
Advisor changed firm
P•••• C• K•• left U••••• C•••••• F•••••••• A••••••• for B••••••••• O•• P•••••• W••••• L•• (registered 2022-06-23)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3f7583d-3daf-38f0-5285-759e36877c1b
First observed: Sep 15, 2005
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.