DFX Intelligence

P••••• B••••••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

P••••• B••••••• F•••••••

Advisor at F••••••••• W••••• P•••••••

••• Locked

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Search this name across graphsid dfx:ria:cac39e1a-e48a-5f25-9a6e-65f34d477735

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 23, 2015 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••••••••• W••••• P•••••••
Current firm class: state registeredderived
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: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••••	No RAUM reported	Apr 9, 2024	n/a	yes	SAN DIEGO, CA\|Salinas, KS	Current employment
F••••••••• W••••• P•••••••	State registered	Jun 24, 2021	n/a	yes	SALINA, KS	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	F••••••••• W••••• P•••••••	Sep 18, 2020	Jun 24, 2021	279	Firm change	Ibd to state RIA

Relationships

Registered with (3)

→ N••••••••Registered adviserregistration: current employment
Apr 9, 2024 to presentfactForm ADV
→ F••••••••• W••••• P•••••••Registered adviserregistration: current employment
Jun 24, 2021 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Feb 23, 2015 to Sep 18, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cac39e1a-e48a-5f25-9a6e-65f34d477735
First observed: Feb 23, 2015
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.