DFX Intelligence

E••• A••• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor39 years in industry

E••• A••• A•••••

Advisor at P••••••• I••••••••• A•••••••• L••

PORT WASHINGTON, WI

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Search this name across graphsid dfx:ria:02e5806c-75b5-1957-779a-6e3562507b49

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 10, 2017 to Sep 14, 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: P••••••• I••••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 23, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• I••••••••• A•••••••• L••	State registered	Jan 3, 2025	n/a	yes	PORT WASHINGTON, WI	Current employment
E••••• J••••	National bd RIA	Oct 10, 2017	Nov 21, 2017	no	CEDARBURG, WI\|ST LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	P••••••• I••••••••• A•••••••• L••	Nov 21, 2017	Jan 3, 2025	2,600	Firm change after gap	Ibd to state RIA

Relationships

Registered with (2)

→ P••••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jan 3, 2025 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Oct 10, 2017 to Nov 21, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02e5806c-75b5-1957-779a-6e3562507b49
First observed: Oct 10, 2017
Last observed: Sep 14, 2026 9 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.