DFX Intelligence
Reading the graph
Reading the graph
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Advisor at L•• F•••••••• L••
••• Locked
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| L•• F•••••••• L•• | Bd affiliated wealth | Jun 22, 2026 | n/a | yes | BURLEY, ID|Burley, ID|TWIN FALLS, ID | Current employment |
| P•••••••• S••••••••• I••• | Bd affiliated wealth | May 16, 2013 | Jun 25, 2026 | no | Burley, ID|BOISE, ID|Boise, ID|BURLEY, ID|Burley, ID |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| P•••••••• S••••••••• I••• | L•• F•••••••• L•• | Jun 25, 2026 | Jun 22, 2026 | -3 | Firm change | Ibd to ibd |
| S••••••• W••••• A•••••••• L••• | P•••••••• S••••••••• I••• | May 10, 2013 | May 16, 2013 |
| S••••••• W••••• A•••••••• L••• | State registered | Dec 14, 2012 | May 10, 2013 | no | BOISE, ID|HOLLADAY, UT | Previous registration |
| G••••• F•••••••• P•••••• C••••••• I••• | Former SEC adviser | Dec 20, 2010 | Nov 30, 2012 | no | BOISE, ID|SARASOTA, FL | Previous registration |
| 6 |
| Firm change |
| Other |
| G••••• F•••••••• P•••••• C••••••• I••• | S••••••• W••••• A•••••••• L••• | Nov 30, 2012 | Dec 14, 2012 | 14 | Firm change | Other |