DFX Intelligence

RIA Intelligence

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Registered advisor

W•••••• F••••••• D•••••

P•••••• W••••• P•••••••• L••independent RIAMill Valley, CaIA-onlyIAPD 1446144
Feed of 09/14/2026
Also filed as Bill D•••••
At current firm
2 y
since Apr 11, 2024
In the industry
26 y
since Aug 3, 2000 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
11
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Presidentreportedpwpart.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
26derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address