DFX Intelligence
Reading the graph
Reading the graph
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Advisor at G••••• R••••••••• P••••••• 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 |
|---|---|---|---|---|---|---|
| G••••• R••••••••• P••••••• L•• | Institutional manager | Sep 3, 2026 | n/a | yes | Boise, ID|SAN RAFAEL, CA | Current employment |
| A••••• R••••••••• A••••••• | State registered | May 2, 2023 | n/a | yes | BOISE, ID | Current employment |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T••••••••• C••••••• L•• | A••••• R••••••••• A••••••• | Jun 28, 2023 | May 2, 2023 | -57 | Firm change after gap | RIA to state RIA |
| A•••••• I••••••••• A•••••••• L•• | T••••••••• C••••••• L•• | Mar 26, 2018 | Mar 1, 2018 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157314:288576:ID:2018-03-21 | Mar 26, 2018 | Mar 1, 2018 | BOISE, ID | Firm change |
| T••••••••• C••••••• L•• |
| Asset manager |
| Mar 1, 2018 |
| Jun 28, 2023 |
| no |
| BOISE, ID|LEHI, UT|Boise, ID |
| Previous registration |
| A•••••• I••••••••• A•••••••• L•• | Former SEC adviser | Nov 15, 2016 | Mar 26, 2018 | no | IDAHO FALLS, ID|Boise, ID | Previous registration |
| Y••••••••• P••••••• | Former SEC adviser | Nov 14, 2006 | Dec 7, 2016 | no | IDAHO FALLS, ID | Previous registration |
| -25 |
| Firm change |
| RIA to RIA |
| Y••••••••• P••••••• | A•••••• I••••••••• A•••••••• L•• | Dec 7, 2016 | Nov 15, 2016 | -22 | Firm change | Other |