DFX Intelligence

D••• R•••••• T•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor35 years in industry

D••• R•••••• T•••••••

Advisor at I••••••• F••

BIG TIMBER, MT

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Search this name across graphsid dfx:ria:043282d4-5c06-3260-4414-77dc1130b284

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 17, 2000 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: I••••••• F••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 21, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• F••	Independent wealth	Jan 30, 2013	n/a	yes	BIG TIMBER, MT	Current employment
C••••• A••••••• L••	Former SEC adviser	Feb 28, 2012	Jan 28, 2013	no	BIG TIMBER, MT\|GREENWOOD VILLAGE, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A••••••• L••	I••••••• F••	Jan 28, 2013	Jan 30, 2013	2	Firm change	Other
P•••••• W••• F•••••••• C••••••••• I••	C••••• A••••••• L••	Feb 28, 2012	Feb 28, 2012

Relationships

Registered with (3)

→ I••••••• F••Registered adviserregistration: current employment
Jan 30, 2013 to presentfactForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Feb 28, 2012 to Jan 28, 2013factForm ADV
→ P•••••• W••• F•••••••• C••••••••• I••Registered adviserregistration: previous registration
Jul 17, 2000 to Feb 28, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:043282d4-5c06-3260-4414-77dc1130b284
First observed: Jul 17, 2000
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.