DFX Intelligence

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

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RIA / WealthAdvisor35 years in industry

P••• H••••• C••••••

Advisor at A••••••• T•••• I••••••••• A•••••••• L••

LEBANON, NH

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Search this name across graphsid dfx:ria:8280809c-83ed-215c-cae5-7e67431e04aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 5, 2002 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••••••• T•••• I••••••••• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• T•••• I••••••••• A•••••••• L••	Mixed wealth	Feb 9, 2009	n/a	yes	LEBANON, NH	Current employment
A••••••• T•••• I••••••••• A•••••••• L••	Mixed wealth	Aug 5, 2002	Oct 31, 2003	no	LEBANON, NH	Previous registration

Relationships

Registered with (1)

→ A••••••• T•••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 5, 2002 to Oct 31, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8280809c-83ed-215c-cae5-7e67431e04aa
First observed: Aug 5, 2002
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.