DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

A•••••••• H•••••••••

Advisor at M•••• P•••••• C••••• G••••• L••

Packwood, WA | WILSON, WY

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Search this name across graphsid dfx:ria:fd256d73-fcf8-8e03-c133-ea93ee372502

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2012 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: M•••• P•••••• C••••• G••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Dec 30, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• P•••••• C••••• G••••• L••	Other adviser	Feb 2, 2024	n/a	yes	Packwood, WA\|WILSON, WY	Current employment
M•••• P•••••• C••••• G••••• L••	Other adviser	Jan 4, 2023	Dec 31, 2023	no	WILSON, WY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	M•••• P•••••• C••••• G••••• L••	Oct 3, 2013	Sep 27, 2013	-6	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ M•••• P•••••• C••••• G••••• L••Registered adviserregistration: previous registration
Jan 4, 2023 to Dec 31, 2023factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Feb 27, 2012 to Oct 3, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd256d73-fcf8-8e03-c133-ea93ee372502
First observed: Feb 27, 2012
Last observed: Sep 14, 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.