DFX Intelligence
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Reading the graph
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Advisor at M••••• W••••• M••••••••• L••
KANSAS CITY, MO | BOISE, ID
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| M••••• W••••• M••••••••• L•• | Independent wealth | Oct 18, 2024 | n/a | yes | BOISE, ID|KANSAS CITY, MO | Current employment |
| P•••• F•••••••• C••••••••• L•• | Former SEC adviser | Apr 4, 2024 | Nov 12, 2024 | no | BOISE, ID |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| P•••• F•••••••• C••••••••• L•• | M••••• W••••• M••••••••• L•• | Nov 12, 2024 | Oct 18, 2024 | -25 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282032:324624:ID:2024-11-12 | Nov 12, 2024 | Oct 18, 2024 | BOISE, ID | Firm change |