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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

D•••• P•••••• W••••

Advisor at N••••••••

SAN DIEGO, CA | CLOVIS, CA | Clovis, CA

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Search this name across graphsid dfx:ria:fb72f8f6-efcb-7164-1e46-a7fea52b0f8d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2018 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: N••••••••
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• F•	State registered	Jan 27, 2025	n/a	yes	CLOVIS, CA	Current employment
N••••••••	No RAUM reported	Jan 14, 2025	n/a	yes	Clovis, CA\|SAN DIEGO, CA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• F••••••••	N••••••••	Dec 11, 2024	Jan 14, 2025	34	Firm change	Other
P•••••••• A•••••••• I•••	P•••••••• F••••••••	Jul 22, 2021

Relationships

Registered with (4)

→ F•••••••• F•Registered adviserregistration: current employment
Jan 27, 2025 to presentfactForm ADV
→ N••••••••Registered adviserregistration: current employment
Jan 14, 2025 to presentfactForm ADV
→ P•••••••• F••••••••Registered adviserregistration: previous registration
Aug 3, 2021 to Dec 11, 2024factForm ADV
→ P•••••••• A•••••••• I•••

Dated events

Occurred
Dec 11, 2024
Advisor changed firm
D•••• P•••••• W•••• left P•••••••• F•••••••• for Nectarine (registered 2025-01-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb72f8f6-efcb-7164-1e46-a7fea52b0f8d
First observed: Aug 29, 2018
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.