DFX Intelligence

N••••••• D•••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

N••••••• D•••• P••••••

Advisor at P••••••••

ENGLEWOOD, NJ | Alexandria, VA

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Search this name across graphsid dfx:ria:059da102-5049-b3c4-f927-8e338521e07b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Dec 1, 2007 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

N••••••• D•••• P••••••

Private equity principal · key crd individual, shared individual crd

Venture Capitalidentity

N••••••• D•••• P••••••

Venture principal · key crd individual, shared individual crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••	Independent wealth	Nov 26, 2025	n/a	yes	ENGLEWOOD, NJ\|Alexandria, VA	Current employment

Relationships

Registered with (1)

→ P••••••••Registered adviserregistration: current employment
Nov 26, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:059da102-5049-b3c4-f927-8e338521e07b
First observed: Dec 1, 2007
Last observed: Sep 15, 2026 8 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.