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T••••••• M•••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

T••••••• M•••••• S•••••••

Advisor at I•••••••• F•••••••• C•••••••••

Bozeman, MT | JACKSON, WY

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Search this name across graphsid dfx:ria:565a72a8-3f71-f2f7-a82d-95ccaf29812d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 12, 2021 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: I•••••••• F•••••••• C•••••••••
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: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom 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
I•••••••• F•••••••• C•••••••••	Independent wealth	Nov 13, 2023	n/a	yes	JACKSON, WY\|Bozeman, MT	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Nov 12, 2021	May 30, 2023	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
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	I•••••••• F•••••••• C•••••••••	May 30, 2023	Nov 13, 2023	167	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ I•••••••• F•••••••• C•••••••••Registered adviserregistration: current employment
Nov 13, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 12, 2021 to May 30, 2023factForm ADV

Dated events

Occurred
May 30, 2023
Advisor changed firm
T••••••• M•••••• S••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for I•••••••• F•••••••• C••••••••• (registered 2023-11-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:565a72a8-3f71-f2f7-a82d-95ccaf29812d
First observed: Nov 12, 2021
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.