DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

T•••• L••• H••••••••

Advisor at C••••• A••••••• G••••• L••

Fargo, ND

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Search this name across graphsid dfx:ria:2bf5f796-2292-c57d-b4ef-d5abc6e43988

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 21, 2012 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: C••••• A••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• A••••••• G••••• L••	Independent wealth	Jan 17, 2024	n/a	yes	Fargo, ND	Current employment
F•••••••• S••••••••• G••••	Independent wealth	May 21, 2012	Jan 17, 2024	no	FARGO, ND	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• S••••••••• G••••	C••••• A••••••• G••••• L••	Jan 17, 2024	Jan 17, 2024	0	Firm change	RIA to RIA

Relationships

Registered with (2)

→ C••••• A••••••• G••••• L••Registered adviserregistration: current employment
Jan 17, 2024 to presentfactForm ADV
→ F•••••••• S••••••••• G••••Registered adviserregistration: previous registration
May 21, 2012 to Jan 17, 2024factForm ADV

Dated events

Occurred
Jan 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bf5f796-2292-c57d-b4ef-d5abc6e43988
First observed: May 21, 2012
Last observed: Sep 14, 2026 9 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.