DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

A•••• M•••••• P•••••••

Advisor at S••••

••• Locked

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Search this name across graphsid dfx:ria:ced41567-41c9-136a-e250-f76117a81f1d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 3, 2018 to Sep 15, 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: S••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••	Independent wealth	Mar 4, 2025	n/a	yes	Minneapolis, MN\|Plymouth, MN\|NEW YORK, NY	Current employment
S••••• T•••• A••••••• S•••••••	Independent wealth	Jun 21, 2021	Mar 3, 2025	no	MINNEAPOLIS, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• T•••• A••••••• S•••••••	S••••	Mar 3, 2025	Mar 4, 2025	1	Firm change	RIA to RIA
A••••••••• W••••• P•••••••	S••••• T•••• A••••••• S•••••••	Aug 6, 2021	Jun 21, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
113074:315106:MN:2021-08-06	Aug 6, 2021	Jun 21, 2021	MINNETONKA, MN	Firm change after gap
13572:113074:MN:2020-10-07	Oct 16, 2020	Aug 7, 2020	MINNEAPOLIS, MN	Firm change after gap

Relationships

Registered with (5)

→ S••••Registered adviserregistration: current employment
Mar 4, 2025 to presentfactForm ADV
→ S••••• T•••• A••••••• S•••••••Registered adviserregistration: previous registration
Jun 21, 2021 to Mar 3, 2025factForm ADV
→ A••••••••• W••••• P•••••••Registered adviserregistration: previous registration
Aug 7, 2020 to Aug 6, 2021factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

Occurred
Mar 3, 2025
A•••••• firm change
A•••• M•••••• P••••••• left S••••• T•••• A••••••• S••••••• for Savvy (registered 2025-03-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ced41567-41c9-136a-e250-f76117a81f1d
First observed: Jan 3, 2018
Last observed: Sep 15, 2026 7 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.