DFX Intelligence

N••••••• P••• S•••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

N••••••• P••• S•••• B••••

Advisor at F•••••••• P•••••••• L••

VANCOUVER, BC

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Search this name across graphsid dfx:ria:84f04f1f-9134-4834-f891-cfddc1539e0f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: May 18, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

N••••••• P••• S•••• B••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F•••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 17, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• P•••••••• L••	Independent wealth	Jan 15, 2018	n/a	yes	VANCOUVER, BC	Current employment
P••••••• P••••••• C•••••• M••••••••• I•••	Independent wealth	Aug 1, 2012	Mar 15, 2016	no	BELLINGHAM, WA\|SURREY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• P••••••• C•••••• M•••••••••	P••••••• P••••••• C•••••• M••••••••• I•••	Mar 15, 2016	Aug 1, 2012	-1,322	Channel change	Other
P••••••• P••••••• C•••••• M••••••••• I•••	F•••••••• P•••••••• L••	Mar 15, 2016	Jan 15, 2018

Relationships

Registered with (3)

→ F•••••••• P•••••••• L••Registered adviserregistration: current employment
Jan 15, 2018 to presentfactForm ADV
→ P••••••• P••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
May 18, 2010 to Mar 15, 2016factForm ADV
→ P••••••• P••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 1, 2012 to Mar 15, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84f04f1f-9134-4834-f891-cfddc1539e0f
First observed: May 18, 2010
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.