DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

P•••••••• A•••••••

P•••••••• A•••••••, LLC, CRD 137238

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Search this name across graphsid dfx:ria:2709acac-0977-45c3-d242-6dfc00e2513a

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 6, 2026 to Jul 6, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Individual clients: 8
High net worth clients: 12
CRD: 137238

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D•••• C• P••••••••	Certified Financial Planner	WATERFORD, MI	16	21	n/a	no
E••• E• P••••••	Certified Financial Planner	WATERFORD, MI	16	21	n/a

Relationships

Registered with (2)

← D•••• C• P••••••••Advisorregistration: current employment
Feb 4, 2010 to presentfactForm ADV
← E••• E• P••••••Advisorregistration: current employment
Feb 4, 2010 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2709acac-0977-45c3-d242-6dfc00e2513a
First observed: Jul 6, 2026
Last observed: Jul 6, 2026 2 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.