DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

D•••• M••••• V••••••

Advisor at N••••••••• M••••• I••••••••• S•••••••••

BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2922ddf1-b0d0-a186-1b8b-130b27687f9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 18, 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: N••••••••• M••••• I••••••••• S•••••••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Jul 18, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Dec 5, 2013	n/a	yes	BOISE, ID	Current employment
C••••••• I••••••••• S•••••••	n/a	Jan 28, 2005	Aug 4, 2005	no	WASHINGTON , DC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• I••••••••• S•••••••	N••••••••• M••••• I••••••••• S•••••••••	Aug 4, 2005	Dec 5, 2013	3,045	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C••••••• I••••••••• S•••••••	Oct 4, 2004	Jan 28, 2005

Relationships

Registered with (3)

→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: current employment
Dec 5, 2013 to presentfactForm ADV
→ C••••••• I••••••••• S•••••••Registered adviserregistration: previous registration
Jan 28, 2005 to Aug 4, 2005factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 18, 2002 to Oct 4, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2922ddf1-b0d0-a186-1b8b-130b27687f9b
First observed: Jul 18, 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.