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Q••••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

Q••••••••• I•••

CRD 171780

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:4fd43f15-db41-da7e-6d0e-6351a0c14251

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 7, 2026 to Aug 7, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $41.2MItem 5.F on the latest filing (2026-08-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $39.7M
Private client RAUM: $39.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Employees: 7
Advisory employees

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• R••••••••	n/a	SCOTTSDALE, AZ	12	14	1	no

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	1	0	0	1

Relationships

Registered with (4)

← T••••• R••••••••Advisorregistration: current employment
Aug 14, 2014 to presentfactForm ADV
← AUSTIN LUIS R••••••••Advisorregistration: previous registration
Mar 22, 2017 to Jun 24, 2026factForm ADV
← CORBIN DAVID HIXSONAdvisorregistration: previous registration
Sep 8, 2017 to Feb 5, 2019factForm ADV
← Nicholas Routzahn

Dated events

Occurred
Jun 24, 2026
Advisor changed firm
Austin Luis Roncancio left Q••••••••• I••• for Synchravest Llc (registered 2026-09-09)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4fd43f15-db41-da7e-6d0e-6351a0c14251
First observed: Aug 7, 2026
Last observed: Aug 7, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds 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.