DFX Intelligence

M•••••• R•••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

M•••••• R•••• H••••

Advisor at T•• W••••• C••••••••• I•••

BOULDER, CO

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Search this name across graphsid dfx:ria:82dcaf38-c0bf-f8e4-707f-16285e0bd8bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 28, 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: T•• W••••• C••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 28, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
T•• W••••• C••••••••• I•••	Independent wealth	Feb 26, 2020	n/a	yes	BOULDER, CO	Current employment
M• I••••	n/a	Jan 18, 2019	Dec 31, 2021	no	ERIE, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M• I••••	T•• W••••• C••••••••• I•••	Dec 31, 2021	Feb 26, 2020	-674	Firm change after gap	Other
T•• W••••• C••••••••• I•••	M• I••••	Jul 17, 2014	May 14, 2015

Relationships

Registered with (2)

→ T•• W••••• C••••••••• I•••Registered adviserregistration: previous registration
Jan 28, 2010 to Jul 17, 2014factForm ADV
→ M• I••••Registered adviserregistration: previous registration
Jan 18, 2019 to Dec 31, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:82dcaf38-c0bf-f8e4-707f-16285e0bd8bd
First observed: Jan 28, 2010
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.