DFX Intelligence

N•••••••• F••••••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

N•••••••• F••••••• H•••••

Advisor at C••• W••••• P••••••• L••

Meridian, ID

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Search this name across graphsid dfx:ria:7e399dde-3323-8910-b385-f4b166e6c246

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 27, 2016 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••• W••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• W••••• P••••••• L••	Independent wealth	Sep 28, 2022	n/a	yes	Meridian, ID	Current employment
H••••• H••• W••••• M•••••••••	n/a	May 27, 2016	Dec 31, 2022	no	San Rafael, CA\|Meridian, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• H••• W••••• M•••••••••	C••• W••••• P••••••• L••	Dec 31, 2022	Sep 28, 2022	-94	Firm change after gap	Other

Relationships

Registered with (2)

→ C••• W••••• P••••••• L••Registered adviserregistration: current employment
Sep 28, 2022 to presentfactForm ADV
→ H••••• H••• W••••• M•••••••••Registered adviserregistration: previous registration
May 27, 2016 to Dec 31, 2022factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
N•••••••• F••••••• H••••• left H••••• H••• W••••• M••••••••• for C••• W••••• P••••••• L•• (registered 2022-09-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e399dde-3323-8910-b385-f4b166e6c246
First observed: May 27, 2016
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.