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T••••• F•••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

T••••• F•••• S•••••••

Advisor at H••••••• W••••• M•••••••••

BOISE, ID

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 18, 2010 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: H••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 27, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• W••••• M•••••••••	Independent wealth	Oct 1, 2007	n/a	yes	BOISE, ID	Current employment
F••••••••• L••	Former SEC adviser	Jan 18, 2010	May 14, 2012	no	n/a

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••••• L••	n/a	May 14, 2012	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ H••••••• W••••• M•••••••••Registered adviserregistration: current employment
Oct 1, 2007 to presentfactForm ADV
→ F••••••••• L••Registered adviserregistration: previous registration
Jan 18, 2010 to May 14, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 18, 2010
Last observed: Sep 14, 2026 10 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.