T•••• F• H•••••

Advisor at P•••••••• S••••••••• I•••

ELKHORN, NE | Bellevue, NE

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Search this name across graphsid dfx:ria:3618958e-b455-931c-88f9-a4fc5c8ba343

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 10, 2005 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: P•••••••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 10, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• S••••••••• I•••	Bd affiliated wealth	Apr 25, 2016	n/a	yes	ELKHORN, NE\|Bellevue, NE	Current employment
A•••••• F•••• I••••••••• A••••••• L••	Independent wealth	Jun 10, 2005	Oct 14, 2011	no	OMAHA, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• F•••• I••••••••• A••••••• L••	P•••••••• S••••••••• I•••	Oct 14, 2011	Apr 25, 2016	1,655	Firm change after gap	Other

Relationships

Registered with (2)

→ P•••••••• S••••••••• I•••Registered adviserregistration: current employment
Apr 25, 2016 to presentfactForm ADV
→ A•••••• F•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 10, 2005 to Oct 14, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3618958e-b455-931c-88f9-a4fc5c8ba343
First observed: Jun 10, 2005
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.