DFX Intelligence

A••••• V••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

A••••• V••• H•••••

Advisor at S•• I••••••••• A•••••••• I•••

MISSOULA, MT

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Search this name across graphsid dfx:ria:b97ecfe0-f7f7-7e6c-0ab4-7f348962945d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 13, 2020 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: S•• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••• L••• • C••••••	State registered	Apr 8, 2024	n/a	yes	MISSOULA, MT	Current employment
S•• I••••••••• A•••••••• I•••	Independent wealth	Aug 24, 2022	n/a	yes	MISSOULA, MT	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• M••••••••• G••••	S•• I••••••••• A•••••••• I•••	Aug 16, 2022	Aug 24, 2022	8	Firm change	Other

Relationships

Registered with (3)

→ S••• L••• • C••••••Registered adviserregistration: current employment
Apr 8, 2024 to presentfactForm ADV
→ S•• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 24, 2022 to presentfactForm ADV
→ I••••••••• M••••••••• G••••Registered adviserregistration: previous registration
Mar 13, 2020 to Aug 16, 2022factForm ADV

Dated events

Occurred
Aug 16, 2022
Advisor changed firm
A••••• V••• H••••• left I••••••••• M••••••••• G•••• for S•• I••••••••• A•••••••• I••• (registered 2022-08-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b97ecfe0-f7f7-7e6c-0ab4-7f348962945d
First observed: Mar 13, 2020
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.