DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

C•••••••• J••••• A••••

Advisor at G••••••• C••••••

BOISE, ID

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Search this name across graphsid dfx:ria:7472f829-6a41-3215-7855-1e45d434698d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 5, 2010 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: G••••••• C••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• C••••••	State registered	Nov 18, 2020	n/a	yes	BOISE, ID	Current employment
C•••••••• C•••••• L••	Former SEC adviser	Feb 5, 2010	Nov 19, 2020	no	KETCHUM, ID\|BOISE, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• C•••••• L••	G••••••• C••••••	Nov 19, 2020	Nov 18, 2020	-1	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ G••••••• C••••••Registered adviserregistration: current employment
Nov 18, 2020 to presentfactForm ADV
→ C•••••••• C•••••• L••Registered adviserregistration: previous registration
Feb 5, 2010 to Nov 19, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7472f829-6a41-3215-7855-1e45d434698d
First observed: Feb 5, 2010
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.