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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

A••• S•••• C•••••••

Advisor at S•••••••• F•••••••• A•••••••• L••

IDAHO FALLS, ID

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Search this name across graphsid dfx:ria:5587c6b2-3267-e400-3e27-aeceb1773e68

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2006 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: S•••••••• F•••••••• A•••••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Mar 29, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••••• F•••••••• A•••••••• L••	Former SEC adviser	Sep 2, 2014	n/a	yes	IDAHO FALLS, ID	Current employment
R•••••• • A•••••••••	Independent wealth	Apr 13, 2006	Aug 15, 2014	no	LANCASTER, PA\|LANCASTER, PA\|LANCASTER, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• • A•••••••••	S•••••••• F•••••••• A•••••••• L••	Aug 15, 2014	Sep 2, 2014	18	Firm change	Other

Relationships

Registered with (2)

→ S•••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 2, 2014 to presentfactForm ADV
→ R•••••• • A•••••••••Registered adviserregistration: previous registration
Apr 13, 2006 to Aug 15, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5587c6b2-3267-e400-3e27-aeceb1773e68
First observed: Apr 13, 2006
Last observed: Sep 14, 2026 8 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.