DFX Intelligence

S•••• G••••• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

S•••• G••••• H•••••••

Advisor at P••• G•••• F••••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:a23fbd90-5dc6-fb9e-9125-f01f41973af0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2012 to Sep 15, 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••• G•••• F••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 20, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•• W•••••	State registered	Jul 15, 2026	n/a	yes	GRAND ISLAND, NE	Current employment
P••• G•••• F••••••••• I•••	Independent wealth	Jun 14, 2023	n/a	yes	Grand Island, NE\|OKLAHOMA CITY, OK	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• P•••••••	P••• G•••• F••••••••• I•••	Jun 30, 2023	Jun 14, 2023	-16	Firm change	RIA to RIA
W••••••••• P•••••••	W••••••••• P•••••••	Jul 10, 2020	Jan 15, 2020

Relationships

Registered with (7)

→ F•• W•••••Registered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ P••• G•••• F••••••••• I•••Registered adviserregistration: current employment
Jun 14, 2023 to presentfactForm ADV
→ W••••••••• P•••••••Registered adviserregistration: previous registration
Jan 15, 2020 to Jun 30, 2023factForm ADV
→ W••••••••• P•••••••

Dated events

Occurred
Jun 30, 2023
Advisor changed firm
S•••• G••••• H••••••• left W••••••••• P••••••• for P••• G•••• F••••••••• I••• (registered 2023-06-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a23fbd90-5dc6-fb9e-9125-f01f41973af0
First observed: Oct 26, 2012
Last observed: Sep 15, 2026 7 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.