DFX Intelligence
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P••• F• S••••
Meet Your Advisor, P••• S••••at S•••• F•••••••• P•••••••• L••IA-only· Highlands Ranch, CoIAPD 4524109
Certified Financial Planner
As of · the IAPD feed
- At current firm
- 2 y
- In the industry
- 23 y
- Prior registered firms
- 1
- Signals
- 0
since Jan 11, 2024
As of · the IAPD feed
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Business email
- ••• Lockedreportedstaibfinancialplanning.comfirm site, Sep 16, 2026
- Advisor profile
- ••• Lockedreportedstaibfinancialplanning.comfirm site, Sep 24, 2026
- Advisor profile
- ••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Advisor profile
- ••• Lockedreportedstaibfinancialplanning.comfirm site, Sep 16, 2026
- Advisor profile
- ••• Lockedreportedstaibfinancialplanning.comfirm site, Sep 16, 2026
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Professional profileWhat is shown hereOnly 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.
title, designations and roles as the firm prints them
- Title
- Meet Your Advisor, P••• S••••reportedstaibfinancialplanning.comfirm site, Sep 16, 2026
- Designations
- CFP, RICP, MBAreportedstaibfinancialplanning.comas printed on the bio page, Sep 16, 2026
- Founder
- “P••• S••••, principal of S•••• F•••••••• P•••••••• L••, founded the company in 2003 in an effort to turn his love of entrepreneurship, finance, and goodwill into his career.”reportedstaibfinancialplanning.comthe sentence on the bio page
- Partner or owner
- “Principal of S•••• F•••••••• P•••••••• L••, P••• S••••, CFP®, RICP® is a great choice to help you on your financial journey.”reportedstaibfinancialplanning.comthe sentence on the bio page
Registration history
IAPD current and previous registrations
- S•••• F•••••••• P•••••••• L•• independent RIA currentsince Jan 11, 2024 · Highlands Ranch, Co
- S•••• F•••••••• P•••••••• L•• independent RIAJul 22, 2003 to Dec 31, 2005 · Highlands Ranch, Co
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address