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RIA / WealthAdvisor27 years in industry

PAUL PETER BIANCHI

Advisor at PROSSIMO ADVISORS LLC

SAN LUIS OBISPO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2002 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: PROSSIMO ADVISORS LLC
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: Jun 16, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Jun 16, 1999
First registration: Aug 1, 2002
Dual registered: no
Other names: PAUL PETER BIANCHI
IAPD individual key: 2869570

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
PROSSIMO ADVISORS LLC	Independent wealth	Apr 11, 2019	n/a	yes	SAN LUIS OBISPO, CA	Current employment
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Aug 23, 2012	Apr 27, 2017	no	SAN FRANCISCO, CA\|SAN JOSE, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 12, 2010	Nov 30, 2010	no	SAN JOSE, CA\|MONTEREY, CA	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Jun 20, 2008	Jan 15, 2010	no	SANTA BARBARA, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Aug 1, 2002	Jul 5, 2006	no	CARMEL, CA\|CARMEL, CA	Previous registration

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
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	PROSSIMO ADVISORS LLC	Apr 27, 2017	Apr 11, 2019	714	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Nov 30, 2010	Aug 23, 2012	632	Firm change after gap	Other
CETERA INVESTMENT SERVICES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 15, 2010	Mar 12, 2010	56	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	CETERA INVESTMENT SERVICES LLC	Jul 5, 2006	Jun 20, 2008	716	Firm change after gap	Other

Relationships

Registered with (5)

→ PROSSIMO ADVISORS LLCRegistered adviserregistration: current employment
Apr 11, 2019 to presentfactForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Aug 23, 2012 to Apr 27, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 12, 2010 to Nov 30, 2010factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Jun 20, 2008 to Jan 15, 2010factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 1, 2002 to Jul 5, 2006factForm ADV

Dated events

No dated event names this entity yet.