R•••• M• P•••••

Advisor at P•••••• A•••••••• L••

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:f76909a3-79ac-a65e-d7b4-20aacabb6bbb

Data as of Sep 14, 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: 2
Dated events: 0
On other graphs: 0
Observed: Jun 2, 2008 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•••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 5, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom 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
P•••••• A•••••••• L••	State registered	Nov 5, 2025	n/a	yes	SAN FRANCISCO, CA	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Jun 2, 2008	Jun 24, 2010	no	SAN FRANCISCO, CA\|Pleasanton, CA\|SAN FRANCISCO, CA\|PLEASANT HILL, CA\|PLEASANT HILL, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	P•••••• A•••••••• L••	Jun 24, 2010	Nov 5, 2025	5,613	Firm change after gap	Other

Relationships

Registered with (2)

→ P•••••• A•••••••• L••Registered adviserregistration: current employment
Nov 5, 2025 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 2, 2008 to Jun 24, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f76909a3-79ac-a65e-d7b4-20aacabb6bbb
First observed: Jun 2, 2008
Last observed: Sep 14, 2026 9 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.