DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

P•••••• E••• C•••••

M••••••BD affiliatedSan Mateo, Ca IA-onlyIAPD 5323006

Feed of 09/14/2026

Also filed as Phillip Campit

At current firm

0 y

since Mar 4, 2026

In the industry

19 y

since Aug 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• BD affiliated current
since Mar 4, 2026 · Los Altos, Ca
S•••••••• L•• independent RIA
Feb 4, 2025 to Feb 20, 2026 · Foster City, Ca
A••••• A•• P••••••• S••••••• BD affiliated
Aug 25, 2023 to Jan 14, 2025 · Palo Alto, Ca
C•••••• S••••• • C••• I••• national BD
Oct 16, 2013 to May 12, 2021 · Los Altos, Ca
M•• I•••••••• S•••••••• L•• BD affiliated
Feb 24, 2011 to Nov 8, 2011 · San Jose, Ca

Moves

a registration end followed by a registration begin elsewhere

S•••••••• L•• to M••••••
left Feb 20, 2026, registered Mar 4, 2026 (12 days) · RIA to affiliated broker-dealer or bank · moved with a team
A••••• A•• P••••••• S••••••• to S•••••••• L••
left Jan 14, 2025, registered Feb 4, 2025 (21 days) · Affiliated broker-dealer or bank to independent RIA
C•••••• S••••• • C••• I••• to A••••• A•• P••••••• S•••••••
left May 12, 2021, registered Aug 25, 2023 (835 days) · Affiliated broker-dealer or bank to another
M•• I•••••••• S•••••••• L•• to C•••••• S••••• • C••• I•••
left Nov 8, 2011, registered Oct 16, 2013 (708 days) · Other

Signals

P•••••• E••• C••••• left S•••••••• L•• for Mariner (registered 2026-03-04)
Feb 20, 2026 · Advisor changed firm · fact
P•••••• E••• C••••• left A••••• A•• P••••••• S••••••• for S•••••••• L•• (registered 2025-02-04)
Jan 14, 2025 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address