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R••• S•••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

R••• S•••• C••••••

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

Meridian, ID | EAGLE, ID

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Search this name across graphsid dfx:ria:4c67c4ab-93bc-c2e5-682d-0c024d34f6e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2000 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• I••••••••• S••••••••• G••••• L••	I•••••••••_WEALTH	Oct 18, 2005	n/a	yes	EAGLE, ID\|EAGLE, ID\|Meridian, ID	Current employment
T• A••••••••• I•••	Former SEC adviser	Apr 28, 2003	Nov 10, 2004	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T• A••••••••• I•••	A••••••• I••••••••• S••••••••• G••••• L••	Nov 10, 2004	Oct 18, 2005	342	Firm change	Other
M••••• S•••••• D• I•••	T• A••••••••• I•••	May 29, 2002

Relationships

Registered with (3)

→ A••••••• I••••••••• S••••••••• G••••• L••Registered adviserregistration: current employment
Oct 18, 2005 to presentfactForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Apr 28, 2003 to Nov 10, 2004factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration
Oct 31, 2000 to May 29, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c67c4ab-93bc-c2e5-682d-0c024d34f6e9
First observed: Oct 31, 2000
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.