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A••••• F• Z•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

A••••• F• Z•••

Advisor at P•• W••••• M•••••••••

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:4bb34615-049c-0014-db11-82427dbb8535

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2006 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•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 16, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Nov 9, 2012	n/a	yes	GRAND RAPIDS, MI	Current employment
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Sep 2, 2009	Nov 8, 2012	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• T•••• S••••••••• I•••	P•• W••••• M•••••••••	Nov 8, 2012	Nov 9, 2012	1	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	F•••• T•••• S••••••••• I•••	Aug 26, 2009

Relationships

Registered with (3)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Nov 9, 2012 to presentfactForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Sep 2, 2009 to Nov 8, 2012factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 19, 2006 to Aug 26, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4bb34615-049c-0014-db11-82427dbb8535
First observed: Jun 19, 2006
Last observed: Sep 14, 2026 7 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.