M•••••• A•••••

Advisor at P•••• C•••••• F••••••••

OVERLAND PARK, KS | Flower Mound, 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:60a5040b-798c-6e4c-f31c-32ce38dc3f44

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2010 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•••• C•••••• F••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Aug 24, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• C•••••• F••••••••	Mixed wealth	Jan 29, 2026	n/a	yes	Flower Mound, TX\|OVERLAND PARK, KS	Current employment
C••••••• P••••••• I••••••••• A•••••••• L••	I•••••••••_MANAGER	Sep 17, 2015	Jan 26, 2026	no	NEWPORT BEACH, CA\|Irving, TX\|Irving, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P••••••• I••••••••• A•••••••• L••	P•••• C•••••• F••••••••	Jan 26, 2026	Jan 29, 2026	3	Firm change	Other
W•••• F•••• A•••••••	C••••••• P••••••• I••••••••• A•••••••• L••	Sep 1, 2015	Sep 17, 2015

Relationships

Registered with (4)

→ P•••• C•••••• F••••••••Registered adviserregistration: current employment
Jan 29, 2026 to presentfactForm ADV
→ C••••••• P••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 17, 2015 to Jan 26, 2026factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 14, 2014 to Sep 1, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jan 26, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60a5040b-798c-6e4c-f31c-32ce38dc3f44
First observed: Aug 25, 2010
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.