DFX Intelligence

M•••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

M•••••

CRD 136554

KIRKLAND, WA

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:c39e6214-54a0-264f-5bc4-f89e030733ea

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0
CRD: 136554

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• D•••••• M•••••••	n/a	MORRISTOWN, NJ \| Kirkland, WA \| KIRKLAND, WA	20	27	5	yes
J••• P•••••• C•••••	n/a	MORRISTOWN, NJ \| Kirkland, WA \| KIRKLAND, WA \| Shoreline, WA	13	28

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
P•••••• A•••••• G••••• L••	2	Oct 13, 2022	Dec 19, 2013	KIRKLAND, WA	Team lift out	Other	40.0%
P•••••• A•••••• G••••• L••	2	Dec 31, 2021	May 5, 2014

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
L•• F•••••••• L••	3	Oct 28, 2015	Aug 6, 2012	KIRKLAND, WA	Team lift out	Other	0.0%

Relationships

Registered with (5)

← J••• P•••••• C•••••Advisorregistration: previous registration
Nov 15, 2012 to Dec 31, 2021factForm ADV
← M•••••• D•••••• M•••••••Advisorregistration: previous registration
Jan 19, 2010 to Dec 31, 2021factForm ADV
← DAVID MICHAEL MORETSKYAdvisorregistration: previous registration
Jan 15, 2010 to Oct 13, 2022factForm ADV
← AIMEE MARGARET LLOYD

Dated events

Occurred
Oct 13, 2022
Team lift-out
2 advisors left Myicon (Kirkland, WA) for P•••••• A•••••• G••••• L•• on the same day
Form ADVobserved 7 days ago
2 advisors
Occurred
Oct 13, 2022
A•••••• firm change
Aimee Margaret Lloyd left Myicon for P•••••• A•••••• G••••• L•• (registered 2013-12-19)
Form ADVobserved 7 days ago
Occurred
Oct 13, 2022
A•••••• firm change
Robert James Reamer left Myicon for P•••••• A•••••• G••••• L•• (registered 2013-12-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c39e6214-54a0-264f-5bc4-f89e030733ea
First observed: Mar 31, 2026
Last observed: Mar 31, 2026 5 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.