DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

P••• M•••••••••

M••••••BD affiliatedChicago, Il IA-onlyIAPD 5729175

Certified Financial Planner

Feed of 09/14/2026

Also filed as Paul Manakarious

At current firm

1 y

since Apr 22, 2025

In the industry

12 y

since May 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• BD affiliated current
since Apr 22, 2025 · Overland Park, Ks
R•• W••••• P••••••• independent RIA
Dec 6, 2023 to Oct 2, 2024 · Boston, Ma
M••••• L•• independent RIA
Sep 1, 2023 to Dec 4, 2023 · Chicago, Il
G••••• R••••••••• P••••••• L•• institutional
Aug 8, 2022 to May 2, 2023 · Chicago, Il
C•••••• S••••• • C••• I••• national BD
Nov 11, 2021 to Aug 11, 2022 · Winnetka, Il
A••••••••• I••• BD affiliated
Sep 9, 2014 to Sep 7, 2021 · Concord, Ca

Moves

a registration end followed by a registration begin elsewhere

R•• W••••• P••••••• to M••••••
left Oct 2, 2024, registered Apr 22, 2025 (202 days) · RIA to affiliated broker-dealer or bank
M••••• L•• to R•• W••••• P•••••••
left Dec 4, 2023, registered Dec 6, 2023 (2 days) · RIA to RIA
G••••• R••••••••• P••••••• L•• to M••••• L••
left May 2, 2023, registered Sep 1, 2023 (122 days) · Other
C•••••• S••••• • C••• I••• to G••••• R••••••••• P••••••• L••
left Aug 11, 2022, registered Aug 8, 2022 (-3 days) · Other
A••••••••• I••• to C•••••• S••••• • C••• I•••
left Sep 7, 2021, registered Nov 11, 2021 (65 days) · Affiliated broker-dealer or bank to another

Signals

P••• M••••••••• left R•• W••••• P••••••• for Mariner (registered 2025-04-22)
Oct 2, 2024 · Advisor changed firm · fact
P••• M••••••••• left M••••• L•• for R•• W••••• P••••••• (registered 2023-12-06)
Dec 4, 2023 · Advisor changed firm · fact
P••• M••••••••• left G••••• R••••••••• P••••••• L•• for M••••• L•• (registered 2023-09-01)
May 2, 2023 · Advisor changed firm · fact
P••• M••••••••• left C•••••• S••••• • C••• I••• for G••••• R••••••••• P••••••• L•• (registered 2022-08-08)
Aug 11, 2022 · Advisor changed firm · fact

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: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address