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E•••• D••••••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

E•••• D••••••• F•••••

Advisor at T•• W••••• C••••••••• G••••

LAS VEGAS, NV | Billings, MT

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Search this name across graphsid dfx:ria:a5827173-234e-11bc-836d-d46001f27ac2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Oct 10, 2001 to Sep 15, 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••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 7, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• C••••••••• G••••	Independent wealth	Jan 17, 2025	n/a	yes	LAS VEGAS, NV\|Billings, MT	Current employment
A••••• I••••••••• A••••••• L••	Independent wealth	Jan 27, 2023	Jan 28, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• I••••••••• A••••••• L••	T•• W••••• C••••••••• G••••	Jan 28, 2025	Jan 17, 2025	-11	Firm change	RIA to RIA
E•••••• A••••••• G••••• L••	A••••• I••••••••• A••••••• L••	Jan 17, 2023

Relationships

Registered with (6)

→ T•• W••••• C••••••••• G••••Registered adviserregistration: current employment
Jan 17, 2025 to presentfactForm ADV
→ A••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 27, 2023 to Jan 28, 2025factForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Apr 14, 2022 to Jan 17, 2023factForm ADV
→ I••••••••• M••••••••• G••••

Dated events

Occurred
Jan 28, 2025
Advisor changed firm
E•••• D••••••• F••••• left A••••• I••••••••• A••••••• L•• for T•• W••••• C••••••••• G•••• (registered 2025-01-17)
Form ADVobserved 7 days ago
Occurred
Jan 17, 2023
Advisor changed firm
E•••• D••••••• F••••• left E•••••• A••••••• G••••• L•• for A••••• I••••••••• A••••••• L•• (registered 2023-01-27)
Form ADVobserved 7 days ago
Occurred
Jan 4, 2022
Advisor changed firm
E•••• D••••••• F••••• left I••••••••• M••••••••• G•••• for E•••••• A••••••• G••••• L•• (registered 2022-04-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5827173-234e-11bc-836d-d46001f27ac2
First observed: Oct 10, 2001
Last observed: Sep 15, 2026 7 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.