DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

P••• M•••••• B••••••

Advisor at P••••••• W••••• A•••••••

RESTON, VA | Charlotte, NC

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Search this name across graphsid dfx:ria:f2fec699-7db0-8851-d91f-80a19e05e36c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 16, 2020 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••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W••••• A•••••••	Independent wealth	Nov 25, 2024	n/a	yes	RESTON, VA\|Charlotte, NC	Current employment
W•••• O•• W••••• M•••••••••	Independent wealth	Jan 11, 2022	Dec 31, 2024	no	COLUMBIA, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• O•• W••••• M•••••••••	P••••••• W••••• A•••••••	Dec 31, 2024	Nov 25, 2024	-36	Firm change after gap	RIA to new firm
V••••••• A•••••••• I•••	W•••• O•• W••••• M•••••••••	Jul 16, 2021	Jan 11, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
299021:333693:MD:2024-12-31	Dec 31, 2024	Nov 25, 2024	COLUMBIA, MD	Firm change after gap

Relationships

Registered with (3)

→ P••••••• W••••• A•••••••Registered adviserregistration: current employment
Nov 25, 2024 to presentfactForm ADV
→ W•••• O•• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 11, 2022 to Dec 31, 2024factForm ADV
→ V••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 16, 2020 to Jul 16, 2021factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
P••• M•••••• B•••••• left W•••• O•• W••••• M••••••••• for P••••••• W••••• A••••••• (registered 2024-11-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2fec699-7db0-8851-d91f-80a19e05e36c
First observed: Dec 16, 2020
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.