T•• P••••• D•••

Advisor at F•••• P••••••• W•••••• L••

Menlo Park, CA

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:ca953d83-5266-6bac-354c-934c158e3078

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 10, 2023 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Aug 19, 2026	n/a	yes	Menlo Park, CA	Current employment
H•••••••• A•••••••• L••	Bd affiliated wealth	Feb 24, 2025	Jul 22, 2026	no	Los Angeles, CA\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• A•••••••• L••	F•••• P••••••• W•••••• L••	Jul 22, 2026	Aug 19, 2026	28	Firm change	Ibd to RIA
J••• M••••• P•••••• W••••• A••••••• L••	J••• M••••• S••••••••• L••	Mar 19, 2025	Jan 17, 2024

Relationships

Registered with (4)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Aug 19, 2026 to presentfactForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 24, 2025 to Jul 22, 2026factForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Jan 10, 2023 to Mar 19, 2025factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Jul 22, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca953d83-5266-6bac-354c-934c158e3078
First observed: Jan 10, 2023
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.