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M•••••• A••••••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

M•••••• A••••••• D••••

Advisor at G•••••• F•••••••• • E••••• P•••••••• I•••

LEHI, UT | POCATELLO, ID

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Search this name across graphsid dfx:ria:ba9c1eaa-788f-fc40-fe4f-dfbdcecb6153

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 0
Observed: Aug 1, 2015 to Sep 16, 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: G•••••• F•••••••• • E••••• P•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• F•••••••• • E••••• P•••••••• I•••	State registered	Aug 28, 2025	n/a	yes	LEHI, UT\|POCATELLO, ID	Current employment

Relationships

Registered with (1)

→ G•••••• F•••••••• • E••••• P•••••••• I•••Registered adviserregistration: current employment
Aug 28, 2025 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

Occurred
Sep 15, 2026
M•••••• A••••••• D•••• added a IN registration at G•••••• F•••••••• • E••••• P•••••••• I•••
Occurred
Aug 21, 2026
M•••••• A••••••• D•••• added a WA registration at G•••••• F•••••••• • E••••• P•••••••• I•••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba9c1eaa-788f-fc40-fe4f-dfbdcecb6153
First observed: Aug 1, 2015
Last observed: Sep 16, 2026 6 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.