DFX Intelligence

P•••••• W••••••• L•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst28 years in industry

P•••••• W••••••• L•••••

Advisor at A••••••• C•••••• G••••

Minneapolis, MN | MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:e5c036f1-2760-8d52-1ce0-10c1562be64f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2014 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••••••• C•••••• G••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Mar 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom 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
A••••••• C•••••• G••••	Institutional manager	Jun 11, 2024	n/a	yes	MINNEAPOLIS, MN\|Minneapolis, MN	Current employment
A••••••• C•••••• G••••	Institutional manager	Jan 30, 2014	Dec 31, 2017	no	MINNEAPOLIS, MN

Relationships

Registered with (1)

→ A••••••• C•••••• G••••Registered adviserregistration: previous registration
Jan 30, 2014 to Dec 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5c036f1-2760-8d52-1ce0-10c1562be64f
First observed: Jan 30, 2014
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.