DFX Intelligence

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

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RIA / WealthAdvisorPersonal Financial Specialist18 years in industry

A••• M•••• T•••••

Advisor at A•••••• P••••••• P•••••••• I•••

Denver, CO | Centennial, CO

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Search this name across graphsid dfx:ria:e1b96125-3ffc-33ad-0307-70ec21d3d8ec

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 23, 2026 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: A•••••• P••••••• P•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• P••••••• P•••••••• I•••	Bd affiliated wealth	Mar 26, 2026	n/a	yes	Centennial, CO\|Denver, CO	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Feb 23, 2026	Mar 26, 2026	no	Centennial, CO\|Denver, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	A•••••• P••••••• P•••••••• I•••	Mar 26, 2026	Mar 26, 2026	0	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ A•••••• P••••••• P•••••••• I•••Registered adviserregistration: current employment
Mar 26, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 23, 2026 to Mar 26, 2026factForm ADV

Dated events

Occurred
Mar 26, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1b96125-3ffc-33ad-0307-70ec21d3d8ec
First observed: Feb 23, 2026
Last observed: Sep 15, 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.