DFX Intelligence

P•••• M•••• S•••••••••: 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 / WealthAdvisorCertified Financial Planner45 years in industry

P•••• M•••• S•••••••••

Advisor at P•••••••• W••••• P•••••••

COEUR D'ALENE, ID | Powdersville, SC

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:83eadb81-28f7-a647-8a57-86b0f6f713bf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Sep 16, 1997 to Sep 15, 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•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 15, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• W••••• P•••••••	I•••••••••_WEALTH	Oct 10, 2025	n/a	yes	COEUR D'ALENE, ID\|Powdersville, SC	Current employment
C••••••••• P•••••••• R••••• C•••	I•••••••••_WEALTH	Apr 1, 2025	Apr 30, 2025	no	Manhattan, KS\|WOODBURY, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• P•••••••• R••••• C•••	P•••••••• W••••• P•••••••	Apr 30, 2025	Oct 10, 2025	163	Firm change	RIA to RIA
I••••••••• A•••••• A•••••••• L••	C••••••••• P•••••••• R••••• C•••	Aug 16, 2022	Aug 15, 2022

Relationships

Registered with (6)

→ P•••••••• W••••• P•••••••Registered adviserregistration: current employment
Oct 10, 2025 to presentfactForm ADV
→ C••••••••• P•••••••• R••••• C•••Registered adviserregistration: previous registration
Apr 1, 2025 to Apr 30, 2025factForm ADV
→ I••••••••• A•••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 13, 2018 to Aug 16, 2022factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Apr 30, 2025
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 16, 2022
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83eadb81-28f7-a647-8a57-86b0f6f713bf
First observed: Sep 16, 1997
Last observed: Sep 15, 2026 7 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.