Y••• R••••••

Advisor at P••••••• P•••••• W••••• A•

ZURICH

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:4fbbea0d-702a-cb3b-1529-36c387cf86e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2011 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••••••• P•••••• W••••• A•
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Aug 6, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• P•••••• W••••• A•	Mixed wealth	Jan 26, 2017	n/a	yes	Zurich	Current employment
P••••••• W••••• M••••••••• A•	Former SEC adviser	Dec 2, 2011	Dec 31, 2016	no	GENEVA\|ZURICH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• W••••• M••••••••• A•	P••••••• P•••••• W••••• A•	Dec 31, 2016	Jan 26, 2017	26	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
153149:169908:--:2016-12-31	Dec 31, 2016	Jan 26, 2017	Zurich	Firm change

Relationships

Registered with (2)

→ P••••••• P•••••• W••••• A•Registered adviserregistration: current employment
Jan 26, 2017 to presentfactForm ADV
→ P••••••• W••••• M••••••••• A•Registered adviserregistration: previous registration
Dec 2, 2011 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4fbbea0d-702a-cb3b-1529-36c387cf86e1
First observed: Dec 2, 2011
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.