DFX Intelligence

E••••• A•••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor30 years in industry

E••••• A•••••• B••••

Advisor at C•••• V•••• I••••••••• L••

BOISE, ID | Eagle, ID

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Search this name across graphsid dfx:ria:18876089-4ed8-1089-523e-27bb96f377c5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2011 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•••• V•••• I••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 28, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• V•••• I••••••••• L••	State registered	Jul 1, 2025	n/a	yes	BOISE, ID\|Eagle, ID	Current employment
I••••••••• O••• A••••••••	n/a	Mar 4, 2021	Dec 31, 2023	no	SACRAMENTO, CA\|Reno, NV

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• O••• A••••••••	C•••• V•••• I••••••••• L••	Dec 31, 2023	Jul 1, 2025	548	Firm change after gap	Other
S••••••• G••••• S••••••••• L••	I••••••••• O••• A••••••••	Jun 11, 2013	Mar 4, 2021

Relationships

Registered with (4)

→ C•••• V•••• I••••••••• L••Registered adviserregistration: current employment
Jul 1, 2025 to presentfactForm ADV
→ I••••••••• O••• A••••••••Registered adviserregistration: previous registration
Mar 4, 2021 to Dec 31, 2023factForm ADV
→ S••••••• G••••• S••••••••• L••Registered adviserregistration: previous registration
Mar 8, 2012 to Jun 11, 2013factForm ADV
→ P••••••••• A••••••• S••••••• L••

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
E••••• A•••••• B•••• left I••••••••• O••• A•••••••• for C•••• V•••• I••••••••• L•• (registered 2025-07-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18876089-4ed8-1089-523e-27bb96f377c5
First observed: Mar 1, 2011
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.