DFX Intelligence

R•••••• M•••••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

R•••••• M•••••• B•••

Advisor at A••••••• I••••••••• S••••••••• G••••• L••

Spokane, WA | EAGLE, ID

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Search this name across graphsid dfx:ria:3d3fe09d-05cb-f018-32fd-7b57df92420d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 23, 2007 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: A••••••• I••••••••• S••••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 13, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• I••••••••• S••••••••• G••••• L••	I•••••••••_WEALTH	Apr 23, 2019	n/a	yes	EAGLE, ID\|EAGLE, ID\|Spokane, WA	Current employment
C•••••• F•••••••• S•••••••• I•••	Former SEC adviser	Jul 23, 2007	Apr 23, 2019	no	SPOKANE, WA\|SPOKANE, WA\|Minot, ND

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• S•••••••• I•••	A••••••• I••••••••• S••••••••• G••••• L••	Apr 23, 2019	Apr 23, 2019	0	Firm change	RIA to RIA

Relationships

Registered with (2)

→ A••••••• I••••••••• S••••••••• G••••• L••Registered adviserregistration: current employment
Apr 23, 2019 to presentfactForm ADV
→ C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 23, 2007 to Apr 23, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d3fe09d-05cb-f018-32fd-7b57df92420d
First observed: Jul 23, 2007
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.