DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor25 years in industry

A•••••• M•••••• R•••••••

Advisor at P•••••••• W••••• P•••••••

HILLSBORO, MO | COEUR D'ALENE, ID

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:1430c1e4-5ef1-a2c9-66d9-2450e4115cd1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 14, 2012 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•••••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• W••••• P•••••••	Independent wealth	Aug 29, 2024	n/a	yes	HILLSBORO, MO\|COEUR D'ALENE, ID	Current employment
P•••••••• W••••• P•••••••	Independent wealth	Jun 14, 2023	Dec 31, 2023	no	COEUR D'ALENE, ID\|HILLSBORO, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• P•••••••••	P•••••••• W••••• P•••••••	Jun 14, 2023	Jun 14, 2023	0	Firm change	Other
C•••••• M••••••••• S•••••••• I•••	S•••••• P•••••••••	Feb 15, 2023	Dec 7, 2022

Relationships

Registered with (4)

→ P•••••••• W••••• P•••••••Registered adviserregistration: previous registration
Jun 14, 2023 to Dec 31, 2023factForm ADV
→ S•••••• P•••••••••Registered adviserregistration: previous registration
Dec 7, 2022 to Jun 14, 2023factForm ADV
→ C•••••• M••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 10, 2015 to Feb 15, 2023factForm ADV
→ M•• C•••••• M•••••••••Registered adviser

Dated events

Occurred
Jun 14, 2023
Advisor changed firm
A•••••• M•••••• R••••••• left S•••••• P••••••••• for P•••••••• W••••• P••••••• (registered 2023-06-14)
Form ADVobserved 7 days ago
Occurred
Feb 15, 2023
Advisor changed firm
A•••••• M•••••• R••••••• left C•••••• M••••••••• S•••••••• I••• for S•••••• P••••••••• (registered 2022-12-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1430c1e4-5ef1-a2c9-66d9-2450e4115cd1
First observed: Jun 14, 2012
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.