DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

P••••••••• E•••••••

Advisor at P•••• W••••• M•••••••••

GRAYSON, GA

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Search this name across graphsid dfx:ria:f5424206-ad8a-adbf-6ad7-4575e2755ff5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 2, 2017 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••••• M•••••••••
Current firm class: state registeredderived
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: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• W••••• M•••••••••	State registered	Jan 16, 2026	n/a	yes	GRAYSON, GA	Current employment
E••••• J••••	National bd RIA	May 17, 2024	Nov 6, 2025	no	ATLANTA, GA\|REDONDO BEACH, CA\|ST LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	P•••• W••••• M•••••••••	Nov 6, 2025	Jan 16, 2026	71	Firm change	Ibd to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E••••• J••••	May 17, 2024	May 17, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
79:7691:CA:2020-09-11	Sep 11, 2020	May 17, 2023	WALNUT CREEK, CA	Firm change after gap

Relationships

Registered with (6)

→ P•••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 16, 2026 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
May 17, 2024 to Nov 6, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 17, 2023 to May 17, 2024factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Nov 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5424206-ad8a-adbf-6ad7-4575e2755ff5
First observed: Aug 2, 2017
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.