S•••• A••••••

Advisor at P••••••• A••••••• L••

BETHESDA, MD | Washington, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fa04301d-7e0a-c53a-4519-95edc266df3f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 13, 2024 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••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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••	Asset manager	Mar 30, 2026	n/a	yes	Washington, DC\|BETHESDA, MD	Current employment
P•••••••• A•••• M•••••••••	Other adviser	Sep 13, 2024	Jan 13, 2026	no	Grandview Heights, OH\|Columbus, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• A•••• M•••••••••	P••••••• A••••••• L••	Jan 13, 2026	Mar 30, 2026	76	Firm change	Other

Relationships

Registered with (2)

→ P••••••• A••••••• L••Registered adviserregistration: current employment
Mar 30, 2026 to presentfactForm ADV
→ P•••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Sep 13, 2024 to Jan 13, 2026factForm ADV

Dated events

Occurred
Jan 13, 2026
Advisor changed firm
S•••• A•••••• left P•••••••• A•••• M••••••••• for P••••••• A••••••• L•• (registered 2026-03-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa04301d-7e0a-c53a-4519-95edc266df3f
First observed: Sep 13, 2024
Last observed: Sep 15, 2026 7 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.