P•••• G••••••

Advisor at A••••• A•••••••• L••• A• E•• C••••••

PITTSFORD, NY

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:7e9629e0-84e1-c206-3c9c-6a85d52022d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Mar 25, 2024 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: A••••• A•••••••• L••• A• E•• C••••••
Current firm class: mixed 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
A••••• A•••••••• L••• A• E•• C••••••	Mixed wealth	Jul 20, 2026	n/a	yes	PITTSFORD, NY	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Feb 24, 2025	Jul 14, 2025	no	San Diego, CA\|Roseville, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	A••••• A•••••••• L••• A• E•• C••••••	Jul 14, 2025	Jul 20, 2026	371	Firm change	Ibd to RIA
P•••••••• S••••••••• I•••	A••••••••• F•••••••• S•••••••• L••	Sep 19, 2024	Feb 24, 2025

Relationships

Registered with (3)

→ A••••• A•••••••• L••• A• E•• C••••••Registered adviserregistration: current employment
Jul 20, 2026 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 24, 2025 to Jul 14, 2025factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 25, 2024 to Sep 19, 2024factForm ADV

Dated events

Occurred
Jul 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e9629e0-84e1-c206-3c9c-6a85d52022d2
First observed: Mar 25, 2024
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.