N••• H•••••

Advisor at P•• W••••• M•••••••••

INDEPENDENCE, OH | MEDINA, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b59d5748-7881-7a5b-6f6d-89360e94a854

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 10, 2008 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•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 8, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Nov 10, 2020	n/a	yes	INDEPENDENCE, OH\|MEDINA, OH	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Jan 26, 2016	Dec 6, 2018	no	Akron, OH\|SHEFFIELD, OH\|AKRON, OH\|AKRON, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	P•• W••••• M•••••••••	Apr 16, 2010	Jun 10, 2010	55	Firm change	Other

Relationships

Registered with (2)

→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 26, 2016 to Dec 6, 2018factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 10, 2008 to Apr 16, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b59d5748-7881-7a5b-6f6d-89360e94a854
First observed: Dec 10, 2008
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.