DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

A••••• H•••• S••••••

Advisor at P•••••••• A•••• M•••••••••

Denver, CO

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Search this name across graphsid dfx:ria:11b34b27-82ae-a21a-ca62-631581dd6b48

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 31, 2008 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•••••••• A•••• M•••••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Oct 30, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• A•••• M•••••••••	Other adviser	May 1, 2026	n/a	yes	Denver, CO	Current employment
C••••••• P•••••••	Independent wealth	Dec 17, 2021	Apr 6, 2026	no	Denver, CO\|OVERLAND PARK, KS\|Denver, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••••	P•••••••• A•••• M•••••••••	Apr 6, 2026	May 1, 2026	25	Firm change	Other
L•••••• I••••••••• A•••••••• L••	C••••••• P•••••••	Dec 31, 2021	Dec 17, 2021

Relationships

Registered with (7)

→ P•••••••• A•••• M•••••••••Registered adviserregistration: current employment
May 1, 2026 to presentfactForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Dec 17, 2021 to Apr 6, 2026factForm ADV
→ L•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 17, 2016 to Dec 31, 2021factForm ADV
→ R••••• W• B•••• • C•• I•••••••••

Dated events

Occurred
Apr 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:11b34b27-82ae-a21a-ca62-631581dd6b48
First observed: Oct 31, 2008
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.