DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

C•••••• C• D••••••••

Advisor at C• A••••••• S•••••••

Idaho Falls, ID | WILLIAMSTON, MI

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Search this name across graphsid dfx:ria:0d6f2580-29bf-45bd-cb49-942ac6d6d30c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 23, 2024 to Sep 15, 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: C• A••••••• S•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C• A••••••• S•••••••	Independent wealth	Jun 10, 2025	n/a	yes	Idaho Falls, ID\|WILLIAMSTON, MI	Current employment
C••••••••• C•••••• A•••••••	Independent wealth	Dec 23, 2024	Apr 10, 2025	no	IRVING, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• C•••••• A•••••••	C• A••••••• S•••••••	Apr 10, 2025	Jun 10, 2025	61	Firm change	RIA to RIA

Relationships

Registered with (2)

→ C• A••••••• S•••••••Registered adviserregistration: current employment
Jun 10, 2025 to presentfactForm ADV
→ C••••••••• C•••••• A•••••••Registered adviserregistration: previous registration
Dec 23, 2024 to Apr 10, 2025factForm ADV

Dated events

Occurred
Apr 10, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d6f2580-29bf-45bd-cb49-942ac6d6d30c
First observed: Dec 23, 2024
Last observed: Sep 15, 2026 7 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.