DFX Intelligence

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

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RIA / WealthAdvisor43 years in industry

T••• W•••••• C•••••

Advisor at I••••••• F••

BOISE, ID | BOTHELL, WA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 22, 2002 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: I••••••• F••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 3, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• F••	Independent wealth	Jul 1, 2024	n/a	yes	BOTHELL, WA\|BOISE, ID	Current employment
T•••••• F••••••••	Former SEC adviser	Feb 7, 2012	Feb 15, 2021	no	BELLEVUE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• F••••••••	I••••••• F••	Feb 15, 2021	Jul 1, 2024	1,232	Firm change after gap	RIA to RIA
P•••••• W••• F•••••••• C••••••••• I••	T•••••• F••••••••	Feb 3, 2012	Feb 7, 2012

Relationships

Registered with (4)

→ I••••••• F••Registered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ T•••••• F••••••••Registered adviserregistration: previous registration
Feb 7, 2012 to Feb 15, 2021factForm ADV
→ P•••••• W••• F•••••••• C••••••••• I••Registered adviserregistration: previous registration
Jun 2, 2005 to Feb 3, 2012factForm ADV
→ M••••• S•••••• C•••••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 22, 2002
Last observed: Sep 15, 2026 8 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.