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

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RIA / WealthAdvisor21 years in industry

M•••••• P•••••• P••••••••

Advisor at C••••••••• W••••• A•••••••• L••

NEW PORT RICHEY, FL

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Search this name across graphsid dfx:ria:d7ce8673-93ff-903e-d297-7f407380bc05

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 5, 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: C••••••••• W••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom 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
C••••••••• W••••• A•••••••• L••	State registered	Aug 8, 2019	n/a	yes	NEW PORT RICHEY, FL	Current employment
T• R••• P•••• A••••••• S•••••••• I•••	Bd affiliated wealth	Sep 27, 2010	Jul 15, 2019	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
T• R••• P•••• A••••••• S•••••••• I•••	C••••••••• W••••• A•••••••• L••	Jul 15, 2019	Aug 8, 2019	24	Firm change	RIA to state RIA
W•••• F•••• A•••••••	T• R••• P•••• A••••••• S•••••••• I•••	Dec 10, 2007

Relationships

Registered with (4)

→ C••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Aug 8, 2019 to presentfactForm ADV
→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 27, 2010 to Jul 15, 2019factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 23, 2007 to Dec 10, 2007factForm ADV
→ M••••• S•••••• D• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d7ce8673-93ff-903e-d297-7f407380bc05
First observed: Aug 5, 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.