DFX Intelligence

N••••• P••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

N••••• P••••• S••••••

Advisor at A••••• W••••• A•••••••

ANCHORAGE, AK

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Search this name across graphsid dfx:ria:27daaf23-2538-a373-8b93-2423ec98628d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2016 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: A••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W••••• A•••••••	Independent wealth	Jul 18, 2023	n/a	yes	ANCHORAGE, AK	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 4, 2020	Jul 11, 2023	no	ANCHORAGE, AK\|ANCHORAGE, AK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A••••• W••••• A•••••••	Jul 11, 2023	Jul 18, 2023	7	Firm change	Wirehouse to RIA
F•••• C•••••• A••••••• S•••••••	W•••• F•••• A•••••••	Jan 16, 2020	Feb 4, 2020

Relationships

Registered with (3)

→ A••••• W••••• A•••••••Registered adviserregistration: current employment
Jul 18, 2023 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 4, 2020 to Jul 11, 2023factForm ADV
→ F•••• C•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Mar 17, 2016 to Jan 16, 2020factForm ADV

Dated events

Occurred
Jul 11, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27daaf23-2538-a373-8b93-2423ec98628d
First observed: Mar 17, 2016
Last observed: Sep 14, 2026 9 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.