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

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RIA / WealthAdvisor16 years in industry

P•••• E• M•••••

Advisor at R••••••• W••••• M••••••••• L••

NEW HOPE, PA

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Search this name across graphsid dfx:ria:ff422eaf-0ca6-a914-4c24-a9e151898890

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 18, 2010 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: R••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 17, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••• W••••• M••••••••• L••	Independent wealth	Dec 15, 2017	n/a	yes	NEW HOPE, PA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jul 21, 2016	Nov 28, 2017	no	NEW HOPE, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	R••••••• W••••• M••••••••• L••	Nov 28, 2017	Dec 15, 2017	17	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C••••••••• F•••••••• N••••••	Feb 4, 2016	Jul 21, 2016

Relationships

Registered with (3)

→ R••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Dec 15, 2017 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jul 21, 2016 to Nov 28, 2017factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 18, 2010 to Feb 4, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff422eaf-0ca6-a914-4c24-a9e151898890
First observed: Jun 18, 2010
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.