DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
G••••• P• B••••
Personal Financial Specialist
Feed of 09/15/2026
At current firm
3 y
since Oct 11, 2022
In the industry
29 y
since Jan 21, 1997 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Sep 5, 2025 · Mount Pleasant, Sc
- A•••••• P••••••• P•••••••• I••• BD affiliated currentsince Oct 11, 2022 · Yardley, Pa
- A•••••• A••••••• S••••••• formerNov 19, 2008 to Sep 5, 2025 · Yardley, Pa
Moves
a registration end followed by a registration begin elsewhere
- A•••••• A••••••• S••••••• to A•••••• P••••••• P•••••••• I•••left Sep 5, 2025, registered Oct 11, 2022 (-1060 days) · channel change inside one enterprise, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address