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.

Current firm

&PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 11, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Exams

S65|S63

First exam

Sep 11, 1986

First registration

Oct 1, 1999

Dual registered

yes, broker-dealer

IAPD individual key

1560542

• Occurred

  Sep 4, 2024
  Advisor changed firm

  Peter Joseph Noto left Wells Fargo Advisors for &Partners (registered 2024-08-30)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9a1657e5-1fe2-55bf-453c-a8dfcd20ac2b

First observed

Oct 1, 1999

Last observed

Sep 15, 2026 4 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.