DFX Intelligence

P••••• H•••• A••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

P••••• H•••• A••••

Advisor at A••••••• C•••••• M••••••••• L••

Syracuse, NY | RIDGEWOOD, NJ

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Search this name across graphsid dfx:ria:336afcca-d134-0f6a-ad21-3b739267f0e3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 12, 2025 to Sep 15, 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••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• C•••••• M••••••••• L••	Independent wealth	Sep 1, 2026	n/a	yes	RIDGEWOOD, NJ\|Syracuse, NY	Current employment
C•••••• G•••• • C• I••	Former SEC adviser	Mar 12, 2025	Aug 1, 2025	no	SYRACUSE, NY\|SYRACUSE, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• G•••• • C• I••	A••••••• C•••••• M••••••••• L••	Aug 1, 2025	Sep 1, 2026	396	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ A••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Sep 1, 2026 to presentfactForm ADV
→ C•••••• G•••• • C• I••Registered adviserregistration: previous registration
Mar 12, 2025 to Aug 1, 2025factForm ADV

Dated events

Occurred
Aug 1, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:336afcca-d134-0f6a-ad21-3b739267f0e3
First observed: Mar 12, 2025
Last observed: Sep 15, 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.