DFX Intelligence

N•••••• M•••••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

N•••••• M•••••• F•••••

Advisor at C•••••••• I••••••••• G•••• L••

Boise, ID

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Search this name across graphsid dfx:ria:4060b0bd-c0aa-d1e6-d332-62058a31f8ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2014 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•••••••• I••••••••• G•••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 29, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• G•••• L••	Mixed wealth	Feb 18, 2026	n/a	yes	Boise, ID	Current employment
T•• C•••••• G••••• L••	Independent wealth	Sep 30, 2014	Jan 16, 2025	no	BOISE, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• C•••••• G••••• L••	C•••••••• I••••••••• G•••• L••	Jan 16, 2025	Feb 18, 2026	398	Firm change	RIA to RIA

Relationships

Registered with (2)

→ C•••••••• I••••••••• G•••• L••Registered adviserregistration: current employment
Feb 18, 2026 to presentfactForm ADV
→ T•• C•••••• G••••• L••Registered adviserregistration: previous registration
Sep 30, 2014 to Jan 16, 2025factForm ADV

Dated events

Occurred
Jan 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4060b0bd-c0aa-d1e6-d332-62058a31f8ff
First observed: Sep 30, 2014
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.