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T•••• D•••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

T•••• D•••••• P•••••

Advisor at P••••••• F•••••••• P•••••••

Durango, CO

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Search this name across graphsid dfx:ria:bb9e49f0-0778-26d2-c8ce-dfcdfa223cb1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 10, 2007 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: P••••••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 27, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• F•••••••• P•••••••	State registered	Jul 15, 2021	n/a	yes	Durango, CO	Current employment
P••••••• F•••••••• P•••••••	State registered	Apr 24, 2013	Apr 24, 2013	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• A•••••••	P••••••• F•••••••• P•••••••	Sep 27, 2012	Apr 24, 2013	209	Firm change	Other
J••• W••••••• C••• I•••	V•••••• A•••••••	Nov 29, 2011

Relationships

Registered with (4)

→ P••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Apr 24, 2013 to Apr 24, 2013factForm ADV
→ V•••••• A•••••••Registered adviserregistration: previous registration
Apr 20, 2011 to Sep 27, 2012factForm ADV
→ J••• W••••••• C••• I•••Registered adviserregistration: previous registration
Aug 6, 2009 to Nov 29, 2011factForm ADV
→ P••••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb9e49f0-0778-26d2-c8ce-dfcdfa223cb1
First observed: Apr 10, 2007
Last observed: Sep 14, 2026 8 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.