DFX Intelligence

M•••••• N••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

M•••••• N••• P•••••

Advisor at P••••• I••••••••• F••••

WEST LAKE HILLS, TX

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Search this name across graphsid dfx:ria:6a8e9ad5-1da6-a767-b0c5-4b615aad90d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Apr 1, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M•••••• P•••••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P••••• I••••••••• F••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••• W••••• A•••••••	Asset manager	Sep 29, 2022	n/a	yes	WEST LAKE HILLS, TX	Current employment
P••••• I••••••••• F••••	Asset manager	Oct 14, 2021	n/a	yes	WEST LAKE HILLS, TX	Current employment

Relationships

Registered with (2)

→ P••••• W••••• A•••••••Registered adviserregistration: current employment
Sep 29, 2022 to presentfactForm ADV
→ P••••• I••••••••• F••••Registered adviserregistration: current employment
Oct 14, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a8e9ad5-1da6-a767-b0c5-4b615aad90d9
First observed: Apr 1, 2005
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.