DFX Intelligence

D••••• P••• U•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor38 years in industry

D••••• P••• U•••••

Advisor at P••••••• F•••••••• G••••

BELLE PLAINE, MN | Gaylord, MN

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Search this name across graphsid dfx:ria:93162d1e-9987-da12-c93e-915d72fa80cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2014 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••••••• F•••••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• F•••••••• G••••	State registered	Dec 1, 2022	n/a	yes	BELLE PLAINE, MN\|Gaylord, MN	Current employment
F•••• F••••••••	Independent wealth	Jan 31, 2014	Dec 2, 2022	no	GAYLORD, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• F••••••••	P••••••• F•••••••• G••••	Dec 2, 2022	Dec 1, 2022	-1	Firm change	RIA to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
116140:322520:MN:2022-12-02	Dec 2, 2022	Dec 1, 2022	GAYLORD, MN	Firm change

Relationships

Registered with (2)

→ P••••••• F•••••••• G••••Registered adviserregistration: current employment
Dec 1, 2022 to presentfactForm ADV
→ F•••• F••••••••Registered adviserregistration: previous registration
Jan 31, 2014 to Dec 2, 2022factForm ADV

Dated events

Occurred
Dec 2, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93162d1e-9987-da12-c93e-915d72fa80cf
First observed: Jan 31, 2014
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.