A••• R•• D•••••

Advisor at P•••••• P•••••• W•••••

LAKEVILLE, MN

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:87d98466-cfff-9a80-ac87-a2830e2beb6b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 22, 2021 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•••••• P•••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• P•••••• W•••••	State registered	Jul 10, 2025	n/a	yes	LAKEVILLE, MN	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Mar 22, 2021	May 12, 2025	no	MAPLE GROVE, MN\|Brooklyn Park, MN\|Edina, MN\|Lakeville, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	P•••••• P•••••• W•••••	May 12, 2025	Jul 10, 2025	59	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ P•••••• P•••••• W•••••Registered adviserregistration: current employment
Jul 10, 2025 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 22, 2021 to May 12, 2025factForm ADV

Dated events

Occurred
May 12, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87d98466-cfff-9a80-ac87-a2830e2beb6b
First observed: Mar 22, 2021
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.