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

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RIA / WealthAdvisorCertified Financial Planner30 years in industry

P•••• P••• K••••

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

CAMARILLO, CA

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Search this name across graphsid dfx:ria:f5f8d9d0-286c-b65c-9e23-f1c7de8dea1b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 24, 2007 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••••••••• W••••• P•••••••• 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: Aug 16, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom 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••••••••• W••••• P•••••••• L••	Independent wealth	Dec 24, 2025	n/a	yes	CAMARILLO, CA	Current employment
W•••••• F•••••••• A•••••••• L••	Former SEC adviser	Jun 27, 2007	Jul 16, 2010	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
K•••• F•••••••• A•••••••	W•••••• F•••••••• A•••••••• L••	Apr 30, 2012	Jun 27, 2007	-1,769	Firm change after gap	Other
W•••••• F•••••••• A•••••••• L••	B••••••••• W••••• P•••••••• L••	Jul 16, 2010

Relationships

Registered with (3)

→ B••••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Dec 24, 2025 to presentfactForm ADV
→ K•••• F•••••••• A•••••••Registered adviserregistration: previous registration
May 24, 2007 to Apr 30, 2012factForm ADV
→ W•••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 27, 2007 to Jul 16, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5f8d9d0-286c-b65c-9e23-f1c7de8dea1b
First observed: May 24, 2007
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.