DFX Intelligence

A••••• M• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor15 years in industry

A••••• M• H•••••••

Advisor at P••• G•••• F••••••••• I•••

••• Locked

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:79f9b191-83c4-cb2d-8ae9-f0adadc2196c

Data as of Sep 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 6, 2025 to Sep 22, 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••• G•••• F••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•• W•••••	State registered	Jul 15, 2026	n/a	yes	GRAND ISLAND, NE	Current employment
P••• G•••• F••••••••• I•••	Independent wealth	Feb 4, 2026	n/a	yes	Grand Island, NE\|OKLAHOMA CITY, OK	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• F••• I••••••••• M••••••••• C••••	P••• G•••• F••••••••• I•••	Feb 14, 2025	Feb 24, 2025	10	Firm change	Other

Relationships

Registered with (3)

→ F•• W•••••Registered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ P••• G•••• F••••••••• I•••Registered adviserregistration: previous registration
Feb 24, 2025 to Jan 14, 2026factForm ADV
→ S•••• F••• I••••••••• M••••••••• C••••Registered adviserregistration: previous registration
Feb 6, 2025 to Feb 14, 2025factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Show 1 bookkeeping events

Occurred
Sep 21, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79f9b191-83c4-cb2d-8ae9-f0adadc2196c
First observed: Feb 6, 2025
Last observed: Sep 22, 2026 29 h 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.