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.

Current firm

PIPER SANDLER & CO.

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 30, 2019

First registration

May 30, 2019

Dual registered

yes, broker-dealer

Other names

DYLANA LEE GROSS|Dylana Gross

IAPD individual key

6673415

• Occurred

  Aug 26, 2024
  Advisor changed firm

  Dylana Lee Gross left Ptma Investment Advisors for Piper Sandler & Co. (registered 2024-09-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:27869e62-fd10-e07a-ca31-98277c32520f

First observed

May 30, 2019

Last observed

Sep 14, 2026 5 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.