DFX Intelligence

R•••••• A•• V•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

R•••••• A•• V•••••

Advisor at R• I••••••••• M••••••••• L••

EAGLE, ID

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Search this name across graphsid dfx:ria:6b618f3a-79c4-54de-c809-d039501e06d6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 21, 2005 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: R• I••••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 27, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R• I••••••••• M••••••••• L••	Independent wealth	Jan 2, 2020	n/a	yes	EAGLE, ID	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 7, 2017	Jan 6, 2020	no	BOISE, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	R• I••••••••• M••••••••• L••	Jan 6, 2020	Jan 2, 2020	-4	Firm change	Wirehouse to RIA
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Apr 7, 2017	Apr 7, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:282707:ID:2020-01-06	Jan 6, 2020	Jan 2, 2020	BOISE, ID	Firm change
19616:11025:ID:2017-04-07	Apr 7, 2017	Apr 7, 2017	BOISE, ID	Firm change

Relationships

Registered with (4)

→ R• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Jan 2, 2020 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 7, 2017 to Jan 6, 2020factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 30, 2006 to Apr 7, 2017factForm ADV
→ P•••• S•••••• • C••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6b618f3a-79c4-54de-c809-d039501e06d6
First observed: Feb 21, 2005
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.