DFX Intelligence

M••• N• P•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner34 years in industry

M••• N• P•••••••

Advisor at M•••••• V•••• P•••••••

OMAHA, NE

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Search this name across graphsid dfx:ria:b8d23ae1-2ded-b0c6-6cff-12a516f3e6fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 25, 1992 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: M•••••• V•••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 20, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• V•••• P•••••••	State registered	Jan 1, 2026	n/a	yes	OMAHA, NE	Current employment
C••• L••	Bd affiliated wealth	Dec 8, 2011	Sep 3, 2024	no	OMAHA, NE\|Omaha, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• L••	M•••••• V•••• P•••••••	Sep 3, 2024	Jan 1, 2026	485	Firm change after gap	Ibd to state RIA
A•••• I••••••••• M••••••••• C•••••••••	C••• L••	Apr 29, 2005	Dec 8, 2011

Relationships

Registered with (3)

→ M•••••• V•••• P•••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ C••• L••Registered adviserregistration: previous registration
Dec 8, 2011 to Sep 3, 2024factForm ADV
→ A•••• I••••••••• M••••••••• C•••••••••Registered adviserregistration: previous registration
Mar 25, 1992 to Apr 29, 2005factForm ADV

Dated events

Occurred
Sep 3, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8d23ae1-2ded-b0c6-6cff-12a516f3e6fe
First observed: Mar 25, 1992
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.