DFX Intelligence

A• P•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

A• P•••••••••

A• P••••••••• LLC, CRD 343923

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Search this name across graphsid dfx:ria:da66a3ad-bcd4-2532-2ed9-e3b5ea4c62a4

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 21, 2026 to Aug 21, 2026
1 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 1
Employees: 4
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••• R••••••• L••	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	yes	04/2026	Aug 21, 2026	Aug 21, 2026
C•••••• H••••	CHIEF CREATIVE OFFICER	B	no	05/2026	Aug 21, 2026	Aug 21, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Relationships

Owns (2)

← C•••••• H••••OwnerMARKETING, ownership code B, individual
Aug 21, 2026 to presentfactForm ADV
← L•••••• D••••OwnerCHIEF TECHNOLOGY OFFICER, ownership code B, individual
Aug 21, 2026 to presentfactForm ADV

Controls (1)

← C•••••• R••••••• L••OwnerMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Aug 21, 2026 to presentfactForm ADV

Registered with (1)

← R•••••• L•• C•••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da66a3ad-bcd4-2532-2ed9-e3b5ea4c62a4
First observed: Aug 21, 2026
Last observed: Aug 21, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds 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.