DFX Intelligence

R••• C••••••••• W••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

R••• C••••••••• W••••••

Advisor at R• I••••••••• M••••••••• L••

EAGLE, ID

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Search this name across graphsid dfx:ria:bc3b5cdf-4b45-d716-cf42-8c727b88435a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2000 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: R• I••••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 23, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R• I••••••••• M••••••••• L••	Independent wealth	Feb 26, 2016	n/a	yes	EAGLE, ID	Current employment
R••••••• W•••••• I••••••••• M•••••••••	Former SEC adviser	Jul 1, 2014	Feb 26, 2016	no	BOISE, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••• W•••••• I••••••••• M•••••••••	R• I••••••••• M••••••••• L••	Feb 26, 2016	Feb 26, 2016	0	Firm change	Other
W•••• F•••• A•••••••	R••••••• W•••••• I••••••••• M•••••••••	Jul 3, 2014	Jul 1, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
171115:282707:ID:2016-02-26	Feb 26, 2016	Feb 26, 2016	BOISE, ID	Firm change

Relationships

Registered with (3)

→ R• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Feb 26, 2016 to presentfactForm ADV
→ R••••••• W•••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Jul 1, 2014 to Feb 26, 2016factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 1, 2000 to Jul 3, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc3b5cdf-4b45-d716-cf42-8c727b88435a
First observed: Feb 1, 2000
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.