T•••• B•••

Advisor at X••• S•••••••

BOZEMAN, MT | Sugar City, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61454e0d-287b-0a2c-f3e6-d1c084fdf165

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 10, 2022 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: X••• S•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
X••• S•••••••	Independent wealth	May 22, 2025	n/a	yes	Sugar City, ID\|BOZEMAN, MT	Current employment
B••••••••• W••••• A•••••••• L••	No RAUM reported	Oct 26, 2023	Jun 6, 2025	no	WHEATON, IL\|Sugar City, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• W••••• A•••••••• L••	X••• S•••••••	Jun 6, 2025	May 22, 2025	-15	Firm change	Other
L•••••• A•••• M•••••••••	B••••••••• W••••• A•••••••• L••	Aug 18, 2023	Oct 26, 2023

Relationships

Registered with (3)

→ X••• S•••••••Registered adviserregistration: current employment
May 22, 2025 to presentfactForm ADV
→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 26, 2023 to Jun 6, 2025factForm ADV
→ L•••••• A•••• M•••••••••Registered adviserregistration: previous registration
Jan 10, 2022 to Aug 18, 2023factForm ADV

Dated events

Occurred
Jun 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61454e0d-287b-0a2c-f3e6-d1c084fdf165
First observed: Jan 10, 2022
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.