DFX Intelligence

M•••••• P••• K••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)22 years in industry

M•••••• P••• K••••

Advisor at D••••••• I••••••••• A•••••••• I•••

GREAT FALLS, MT

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Search this name across graphsid dfx:ria:1a8a0f65-c598-aaed-6894-09ad14f8babe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 6, 2005 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: D••••••• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 2, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••••• I••••••••• A•••••••• I•••	Independent wealth	May 9, 2006	n/a	yes	GREAT FALLS, MT	Current employment
D••• D••••••• • C••	Independent wealth	Oct 6, 2005	n/a	yes	GREAT FALLS, MT	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••• I••••••••• A•••••••• I•••	D••• D••••••• • C••	May 8, 2006	Oct 6, 2005	-214	Firm change after gap	Other

Relationships

Registered with (2)

→ D••••••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 6, 2005 to May 8, 2006factForm ADV
→ D••• D••••••• • C••Registered adviserregistration: current employment
Oct 6, 2005 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a8a0f65-c598-aaed-6894-09ad14f8babe
First observed: Oct 6, 2005
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.