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.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Offices

0Schedule D 1.F, beyond the principal office

SEC number

802-125983

CRD

321173

Filings on the tape

1

First filed

Mar 11, 2026

Latest filed

Mar 11, 2026

Organised

Limited Liability Company, DE

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ad60249e-d631-60ca-749d-75503f22fabd

First observed

Mar 11, 2026

Last observed

Mar 11, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds 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.