DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

S•••••• E•••••••• R•••

Advisor at C•••••••

Idaho Falls, ID

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Search this name across graphsid dfx:ria:64aac844-0cd1-3a4e-1480-9f8730df58ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 8, 2020 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Dec 7, 2023	n/a	yes	Idaho Falls, ID	Current employment
T•••••• F••••••••	Former SEC adviser	Oct 8, 2020	Mar 28, 2024	no	BELLEVUE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• F••••••••	C•••••••	Mar 28, 2024	Dec 7, 2023	-112	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
148866:175112:WA:2024-03-28	Mar 28, 2024	Dec 7, 2023	BELLEVUE, WA	Firm change after gap

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Dec 7, 2023 to presentfactForm ADV
→ T•••••• F••••••••Registered adviserregistration: previous registration
Oct 8, 2020 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Advisor changed firm
S•••••• E•••••••• R••• left T•••••• F•••••••• for Captrust (registered 2023-12-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64aac844-0cd1-3a4e-1480-9f8730df58ef
First observed: Oct 8, 2020
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.