DFX Intelligence

T•••• G••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant28 years in industry

T•••• G••• H••••••

Advisor at I••••••••• A•••••••

BOISE, ID

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Search this name across graphsid dfx:ria:268d184b-671f-7c2b-d1ad-fe5ad23b54c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2002 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: I••••••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 3, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A•••••••	State registered	Aug 8, 2016	n/a	yes	BOISE, ID	Current employment
C••••• A••••••• L••	Former SEC adviser	Nov 3, 2014	Aug 9, 2016	no	WILSONVILLE, OR\|BOISE, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A••••••• L••	I••••••••• A•••••••	Aug 9, 2016	Aug 8, 2016	-1	Firm change	Other
M••••• S••••••	C••••• A••••••• L••	Nov 6, 2014	Nov 3, 2014

Relationships

Registered with (4)

→ I••••••••• A•••••••Registered adviserregistration: current employment
Aug 8, 2016 to presentfactForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Nov 3, 2014 to Aug 9, 2016factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Apr 3, 2012 to Nov 6, 2014factForm ADV
→ C•••••••• F•••••••• G•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:268d184b-671f-7c2b-d1ad-fe5ad23b54c3
First observed: Nov 15, 2002
Last observed: Sep 14, 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.