DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)14 years in industry

F•••••••• P• B•••••••

Advisor at F••• P•••• C•••••• P••••••• L••

SAN FRANCISCO, CA | Narberth, PA

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Search this name across graphsid dfx:ria:fe409081-01e5-fc99-fe0b-175a1a1f31ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2012 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: F••• P•••• C•••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••• P•••• C•••••• P••••••• L••	Independent wealth	Sep 4, 2024	n/a	yes	Narberth, PA\|SAN FRANCISCO, CA	Current employment
F••• P•••• C•••••• P••••••• L••	Independent wealth	Jan 30, 2012	Jun 6, 2012	no	SAN FRANCISCO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• P•••• C•••••• M••••••••• L••	F••• P•••• C•••••• P••••••• L••	Mar 22, 2018	Jan 30, 2012	-2,243	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
154949:146759:CA:2018-03-22	Mar 22, 2018	Jan 30, 2012	SAN FRANCISCO, CA	Firm change after gap

Relationships

Registered with (2)

→ F••• P•••• C•••••• P••••••• L••Registered adviserregistration: previous registration
Jan 30, 2012 to Jun 6, 2012factForm ADV
→ C•••••• P•••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 27, 2012 to Mar 22, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe409081-01e5-fc99-fe0b-175a1a1f31ca
First observed: Jan 27, 2012
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.