DFX Intelligence

M•••• E•••••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor36 years in industry

M•••• E•••••••• P•••••

Advisor at P••••• C•••••• M••••••••• I••

Seattle, WA

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Search this name across graphsid dfx:ria:840fab86-fe09-d377-27b3-e4eedffe652a

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

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1990 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••••• C•••••• M••••••••• I••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Jan 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••• C•••••• M••••••••• I••	Former SEC adviser	Oct 27, 2011	n/a	yes	Seattle, WA	Current employment
P••••• C•••••• M••••••••• I••	Former SEC adviser	Jan 1, 1990	Dec 31, 2005	no	SEATTLE, WA	Previous registration

Relationships

Registered with (1)

→ P••••• C•••••• M••••••••• I••Registered adviserregistration: previous registration
Jan 1, 1990 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:840fab86-fe09-d377-27b3-e4eedffe652a
First observed: Jan 1, 1990
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.