DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

IDEAL LIFE FINANCIAL ADVISORS

CRD 164084

FOLSOM, CA

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:8586c23e-1f47-2a49-902a-6831e2e6726e

Data as of Oct 5, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 26, 2012 to Oct 5, 2012
5 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $36.0MItem 5.F on the latest filing (2012-10-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $35.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 150
SEC number: 801-76635
CRD: 164084
Filings on the tape: 5
First filed: Apr 26, 2012
Latest filed: Oct 5, 2012
Organised: Partnership, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEN DULK, JAMES, MARVIN	GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER	D	yes	04/2012	Apr 26, 2012	Oct 5, 2012
PEREZ, ANGEL, MANUEL	GENERAL PARTNER	D	yes	04/2012	Apr 26, 2012	Oct 5, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MOURISKI & PEREZ, LLP	n/a	n/a	n/a	N	yes	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Jul 16, 2020	Apr 15, 2020	FOLSOM, CA	Team lift out	Other	100.0%

Relationships

Controls (2)

← PEREZ, ANGEL, MANUELOwnerGENERAL PARTNER, ownership code D, individual
Apr 26, 2012 to presentfactForm ADV
← DEN DULK, JAMES, MARVINOwnerGENERAL PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Apr 26, 2012 to presentfactForm ADV

Registered with (2)

← ANGEL MANUEL PEREZAdvisorregistration: previous registration
May 24, 2012 to Jul 16, 2020factForm ADV
← DIANNA KRISTINE LANEYAdvisorregistration: previous registration
May 17, 2016 to Jul 16, 2020factForm ADV

Moved with (1)

→ LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Jul 16, 2020 to Apr 15, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8586c23e-1f47-2a49-902a-6831e2e6726e
First observed: Apr 26, 2012
Last observed: Oct 5, 2012 169 months ago
Source families: Federal regulator filings
3 registered feeds 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.

IDEAL LIFE FINANCIAL ADVISORS

CRD 164084

FOLSOM, CA

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:8586c23e-1f47-2a49-902a-6831e2e6726e

Data as of Oct 5, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEN DULK, JAMES, MARVIN

GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER

yes

04/2012

Apr 26, 2012

Oct 5, 2012

PEREZ, ANGEL, MANUEL

GENERAL PARTNER

yes

04/2012

Apr 26, 2012

Oct 5, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MOURISKI & PEREZ, LLP

n/a

yes

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Jul 16, 2020

Apr 15, 2020

FOLSOM, CA

Team lift out

Other

100.0%