DFX Intelligence

D•••• C••••••••• W••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

D•••• C••••••••• W••••

Advisor at F••••••••• P•••••••••

LAS VEGAS, NV

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 17, 2009 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: F••••••••• P•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 22, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• P•••••••••	State registered	Jan 27, 2022	n/a	yes	LAS VEGAS, NV	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 29, 2016	Jul 1, 2021	no	LAS VEGAS, NV\|LAS VEGAS, NV\|LAS VEGAS, NV\|LAS VEGAS, NV\|LAS VEGAS, NV\|MESQUITE, NV\|LAS VEGAS, NV\|NORTH LAS VEGAS, NV\|LAS VEGAS, NV\|NORTH LAS VEGAS, NV\|LAS VEGAS, NV\|LAS VEGAS, NV\|LAS VEGAS, NV\|HENDERSON, NV\|HENDERSON, NV\|LAS VEGAS, NV\|HENDERSON, NV\|LAS VEGAS, NV\|LAS VEGAS, NV\|HENDERSON, NV\|LAS VEGAS, NV\|LAS VEGAS, NV\|HENDERSON, NV\|LAS VEGAS, NV\|LAS VEGAS, NV

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	F••••••••• P•••••••••	Jul 1, 2021	Jan 27, 2022	210	Firm change	Ibd to state RIA
C••• F•••••••• S•••••••• L•••	L•• F•••••••• L••	Sep 9, 2016	Sep 29, 2016

Relationships

Registered with (5)

→ F••••••••• P•••••••••Registered adviserregistration: current employment
Jan 27, 2022 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 29, 2016 to Jul 1, 2021factForm ADV
→ C••• F•••••••• S•••••••• L•••Registered adviserregistration: previous registration
Feb 6, 2013 to Sep 9, 2016factForm ADV
→ C••••••••• F•••••••• N••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 17, 2009
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.