S•••• A• O•••••

Advisor at P•••••• W••••• P••••••• L••

MAUMEE, OH

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:6b875424-bcb2-b3e0-4427-ba737f541eaf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2018 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••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• W••••• P••••••• L••	State registered	Oct 18, 2023	n/a	yes	MAUMEE, OH	Current employment
T•• R••••••••• G••• F••••••	Independent wealth	Apr 17, 2018	Nov 14, 2024	no	MAUMEE, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• R••••••••• G••• F••••••	P•••••• W••••• P••••••• L••	Nov 14, 2024	Oct 18, 2023	-393	Firm change after gap	RIA to state RIA

Relationships

Registered with (2)

→ P•••••• W••••• P••••••• L••Registered adviserregistration: current employment
Oct 18, 2023 to presentfactForm ADV
→ T•• R••••••••• G••• F••••••Registered adviserregistration: previous registration
Apr 17, 2018 to Nov 14, 2024factForm ADV

Dated events

Occurred
Nov 14, 2024
Advisor changed firm
S•••• A• O••••• left T•• R••••••••• G••• F•••••• for P•••••• W••••• P••••••• L•• (registered 2023-10-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6b875424-bcb2-b3e0-4427-ba737f541eaf
First observed: Apr 17, 2018
Last observed: Sep 14, 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.