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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)18 years in industry

B••••••• P••• B•••••••

Advisor at C••••••••• F•••••••• N••••••

Beaver Falls, PA

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Search this name across graphsid dfx:ria:f7a53142-9cf6-4917-cf3b-c3bdb20bea32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 8, 2008 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••••••••• F•••••••• N••••••
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom 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••••••••• F•••••••• N••••••	National bd RIA	Jan 25, 2024	n/a	yes	Beaver Falls, PA	Current employment
C••••••• A••••••• G••••• I•••	State registered	Oct 6, 2021	Jan 25, 2024	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
C••••••• A••••••• G••••• I•••	C••••••••• F•••••••• N••••••	Jan 25, 2024	Jan 25, 2024	0	Firm change	Other
C•• F•••••••• S•••••••	C••••••• A••••••• G••••• I•••	Dec 2, 2021

Relationships

Registered with (4)

→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
Jan 25, 2024 to presentfactForm ADV
→ C••••••• A••••••• G••••• I•••Registered adviserregistration: previous registration
Oct 6, 2021 to Jan 25, 2024factForm ADV
→ C•• F•••••••• S•••••••Registered adviserregistration: previous registration
Jun 11, 2014 to Dec 2, 2021factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviser

Dated events

Occurred
Jan 25, 2024
Advisor changed firm
B••••••• P••• B••••••• left C••••••• A••••••• G••••• I••• for C••••••••• F•••••••• N•••••• (registered 2024-01-25)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7a53142-9cf6-4917-cf3b-c3bdb20bea32
First observed: Jul 8, 2008
Last observed: Sep 14, 2026 7 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.