P••••• M••••

Advisor at A••• A••••••• P•••••••

NEW YORK, NY | Birmingham, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00b95795-2db1-de9c-87b3-575683de5812

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 31, 2016 to Sep 15, 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: A••• A••••••• P•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 11, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••• A••••••• P•••••••	Bd affiliated wealth	Jun 18, 2025	n/a	yes	NEW YORK, NY\|Birmingham, MI	Current employment
S•••••••• I••••••••• A•••••••• L••	Former SEC adviser	Jul 17, 2018	Jul 11, 2025	no	BIRMINGHAM, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• I••••••••• A•••••••• L••	A••• A••••••• P•••••••	Jul 11, 2025	Jun 18, 2025	-23	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	S•••••••• I••••••••• A•••••••• L••	Jun 19, 2018	Jul 17, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
169114:133535:MI:2025-06-30	Jul 11, 2025	Jun 18, 2025	BIRMINGHAM, MI	Firm change

Relationships

Registered with (3)

→ A••• A••••••• P•••••••Registered adviserregistration: current employment
Jun 18, 2025 to presentfactForm ADV
→ S•••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 17, 2018 to Jul 11, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 31, 2016 to Jun 19, 2018factForm ADV

Dated events

Occurred
Jul 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00b95795-2db1-de9c-87b3-575683de5812
First observed: Oct 31, 2016
Last observed: Sep 15, 2026 7 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.