DFX Intelligence

T••••• P••••••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

T••••• P••••••• H•••••

Advisor at A••••• A•• P••••••• S•••••••

Glendale, CO | Arvada, CO

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Search this name across graphsid dfx:ria:6647e0ba-8f44-65c9-328d-b3275102af00

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 27, 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: A••••• A•• P••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Jul 22, 2025	n/a	yes	Glendale, CO\|Arvada, CO	Current employment
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Apr 27, 2010	Aug 4, 2022	no	DENVER, CO\|Glendale, CO\|BOULDER, CO\|DENVER, CO

Relationships

Registered with (1)

→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Apr 27, 2010 to Aug 4, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6647e0ba-8f44-65c9-328d-b3275102af00
First observed: Apr 27, 2010
Last observed: Sep 15, 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.