DFX Intelligence

P•••• V••••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor42 years in industry

P•••• V••••• H••••••

Advisor at P••• A•••• M••••••••• L••

LOUISVILLE, CO | Broomfield, CO

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Search this name across graphsid dfx:ria:e498db51-6e1f-cc2a-94a6-73817d63faa9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 7, 1984 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: P••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 7, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• A•••• M••••••••• L••	Independent wealth	Apr 1, 2026	n/a	yes	LOUISVILLE, CO	Current employment
N•• W••• I••••••••• M••••••••• I•••	State registered	Jun 5, 2012	n/a	yes	Broomfield, CO	Current employment

Relationships

Registered with (2)

→ P••• A•••• M••••••••• L••Registered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ N•• W••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
Jun 5, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e498db51-6e1f-cc2a-94a6-73817d63faa9
First observed: Sep 7, 1984
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.