Z•••••• Y•••

Advisor at P••••• W••••• M•••••••••

BURLINGTON, 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:d9c742c7-f6ed-dc35-5e86-1866439bea5e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 11, 2017 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: P••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••• W••••• M•••••••••	State registered	Feb 23, 2024	n/a	yes	BURLINGTON, CA	Current employment
M• H••••••• S••••••••• I•••	Bd affiliated wealth	Dec 11, 2017	Jan 24, 2024	no	San Jose, CA\|Belmont, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M• H••••••• S••••••••• I•••	P••••• W••••• M•••••••••	Jan 24, 2024	Feb 23, 2024	30	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ P••••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 23, 2024 to presentfactForm ADV
→ M• H••••••• S••••••••• I•••Registered adviserregistration: previous registration
Dec 11, 2017 to Jan 24, 2024factForm ADV

Dated events

Occurred
Jan 24, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9c742c7-f6ed-dc35-5e86-1866439bea5e
First observed: Dec 11, 2017
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.