DFX Intelligence

A••••• R••••• A••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst|Chartered Investment Counselor31 years in industry

A••••• R••••• A••••

Advisor at M•••• • P••••

ST. PAUL, MN

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Search this name across graphsid dfx:ria:c51863c1-27b7-5226-642f-726d4d23e12d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Dec 2, 1994 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

A••••• R••••• A••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M•••• • P••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Dec 2, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• • P••••	Mixed wealth	Mar 20, 2014	n/a	yes	ST. PAUL, MN	Current employment

Relationships

Registered with (1)

→ M•••• • P••••Registered adviserregistration: current employment
Mar 20, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c51863c1-27b7-5226-642f-726d4d23e12d
First observed: Dec 2, 1994
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.