DFX Intelligence

T•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserState registeredState registeredRAUM under $100M

T•••••••••

P••• • A•• PENSION ADVISORS, CRD 284453

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Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Apr 1, 2026 to Apr 1, 2026
1 observations

Across DFX

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

Allocatorsidentity

T•••••••••

Investment consultant · key_crd, shared_crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $8.0M••• Locked
Discretionary RAUM: $8.0M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3
Offices

Relationships

Registered with (4)

← R••••• J•••• S•••••••Advisorregistration: current employment
May 6, 2025 to presentfactForm ADV
← C••••••••• L••• S••••••• T•••••Advisorregistration: current employment
May 6, 2025 to presentfactForm ADV
← C•••••• B••• M••••Advisorregistration: current employment
Feb 16, 2025 to presentfactForm ADV
← H•••• D•••• G•••••••••

Dated events

Occurred
Jun 14, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 1, 2026
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.