RIA Intelligence
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P••• T••••• M•••••
- Title
- Founder & Presidentreportedptmwealth.comfirm site, Sep 17, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P•• W••••• M••••••••• L•• independent RIA currentsince May 11, 2020 · North Wales, Pa
- K••••• A••••••• S•••••••• L•• BD affiliatedApr 20, 2016 to Jun 12, 2020 · Chalfont, Pa
- N•• A•••••• S•••••••• L•• formerApr 1, 2015 to Sep 22, 2016 · North Wales, Pa
- P•••••• A•••••• G••••• L•• BD affiliatedSep 6, 2011 to May 5, 2015 · Chalfant, Pa
- W•••• F•••• A••••••• wirehouseOct 7, 2004 to Sep 2, 2011 · Jenkintown, Pa
- K••••• A••••••• S•••••••• L•• to P•• W••••• M••••••••• L••left Jun 12, 2020, registered May 11, 2020 (-32 days) · Affiliated broker-dealer or bank to independent RIA
- N•• A•••••• S•••••••• L•• to K••••• A••••••• S•••••••• L••left Sep 22, 2016, registered Apr 20, 2016 (-155 days) · corporate re-registration, not a move
- P•••••• A•••••• G••••• L•• to N•• A•••••• S•••••••• L••left May 5, 2015, registered Apr 1, 2015 (-34 days) · Other · moved with a team
- W•••• F•••• A••••••• to P•••••• A•••••• G••••• L••left Sep 2, 2011, registered Sep 6, 2011 (4 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address