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.

Registered advisor

Preston James Ptak

Cookson Peirce Wealth Managementindependent RIAPittsburgh, Pa IA-onlyIAPD 6928901

Certified Financial Planner

Feed of 09/15/2026

Also filed as Preston Ptak

At current firm

0 y

since May 29, 2026

In the industry

14 y

since Feb 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cookson Peirce Wealth Management independent RIA current
since May 29, 2026 · Pittsburgh, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 18, 2022 to May 14, 2026 · Akron, Oh
Lineweaver Wealth Advisors independent RIA
Jan 5, 2022 to Mar 24, 2022 · Valley View, Oh
Huntington Financial Advisors BD affiliated
Apr 24, 2019 to Jun 18, 2020 · North Canton, Oh
Charles Schwab & Co., Inc. national BD
Nov 2, 2018 to Apr 15, 2019 · Richfield, Oh

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Cookson Peirce Wealth Management
left May 14, 2026, registered May 29, 2026 (15 days) · Wirehouse to independent RIA
Lineweaver Wealth Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 24, 2022, registered May 18, 2022 (55 days) · RIA to wirehouse
Huntington Financial Advisors to Lineweaver Wealth Advisors
left Jun 18, 2020, registered Jan 5, 2022 (566 days) · Affiliated broker-dealer or bank to independent RIA
Charles Schwab & Co., Inc. to Huntington Financial Advisors
left Apr 15, 2019, registered Apr 24, 2019 (9 days) · Affiliated broker-dealer or bank to another

Signals

Preston James Ptak left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Cookson Peirce Wealth Management (registered 2026-05-29)
May 14, 2026 · Advisor changed firm · fact
Preston James Ptak left Lineweaver Wealth Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-05-18)
Mar 24, 2022 · 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: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address