DFX Intelligence

C••• T••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

C••• T••••• M•••••

Advisor at N••• L•••• W••••• P•••••••• L••

MERIDIAN, ID

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Search this name across graphsid dfx:ria:06a33677-cc54-ee79-055c-7f53fea106ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 25, 2018 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: N••• L•••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 6, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••• L•••• W••••• P•••••••• L••	Independent wealth	Oct 2, 2023	n/a	yes	MERIDIAN, ID	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jun 25, 2018	Oct 2, 2023	no	MERIDIAN, ID\|Meridian, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	N••• L•••• W••••• P•••••••• L••	Oct 2, 2023	Oct 2, 2023	0	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:327644:ID:2023-10-02	Oct 2, 2023	Oct 2, 2023	MERIDIAN, ID	Firm change

Relationships

Registered with (2)

→ N••• L•••• W••••• P•••••••• L••Registered adviserregistration: current employment
Oct 2, 2023 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jun 25, 2018 to Oct 2, 2023factForm ADV

Dated events

Occurred
Oct 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06a33677-cc54-ee79-055c-7f53fea106ed
First observed: Jun 25, 2018
Last observed: Sep 14, 2026 9 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.