S•••• A•• N••••

Advisor at A•• P•••••••

ST. CLOUD, MN

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:08639d50-2ab6-ac02-ade1-fad25fe8bd7c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 30, 2019 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: A•• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•• P•••••••	Independent wealth	Oct 16, 2023	n/a	yes	ST. CLOUD, MN	Current employment
G•••• V••••• A•••••• G••••• L••	Independent wealth	May 5, 2023	Aug 29, 2023	no	BERWYN, PA\|Minnetonka, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• V••••• A•••••• G••••• L••	A•• P•••••••	Aug 29, 2023	Oct 16, 2023	48	Firm change	RIA to RIA
A•• P•••••••	G•••• V••••• A•••••• G••••• L••	Apr 26, 2023	May 5, 2023

Relationships

Registered with (2)

→ A•• P•••••••Registered adviserregistration: previous registration
Sep 30, 2019 to Apr 26, 2023factForm ADV
→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: previous registration
May 5, 2023 to Aug 29, 2023factForm ADV

Dated events

Occurred
Aug 29, 2023
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 26, 2023
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08639d50-2ab6-ac02-ade1-fad25fe8bd7c
First observed: Sep 30, 2019
Last observed: Sep 14, 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.