W•••••• M• N•••

Advisor at P••••••• W••••• A•••••••

CLACKAMAS, OR | Fort Worth, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3f1ee34f-9ac5-2de9-06f7-852644161040

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 24, 2024 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: P••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
P••••••• W••••• A•••••••	Independent wealth	Jul 21, 2026	n/a	yes	CLACKAMAS, OR\|Fort Worth, TX	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 24, 2024	Jul 30, 2026	no	HURST, TX\|DALLAS, TX\|FORT WORTH, TX\|NORTH RICHLAND HILLS, TX\|COLLEYVILLE, TX\|FRISCO, TX\|COLLEYVILLE, TX\|Dallas, TX\|FRISCO, TX\|Dallas, TX\|NEW YORK, NY\|Plano, TX\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P••••••• W••••• A•••••••	Jul 30, 2026	Jul 21, 2026	-9	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ P••••••• W••••• A•••••••Registered adviserregistration: current employment
Jul 21, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 24, 2024 to Jul 30, 2026factForm ADV

Dated events

Occurred
Jul 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f1ee34f-9ac5-2de9-06f7-852644161040
First observed: Dec 24, 2024
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.