DFX Intelligence

S••••• M••••• E•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

S••••• M••••• E•••••

Advisor at P••••••••• W••••• P•••••••• L••

BOISE, ID

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Search this name across graphsid dfx:ria:bf9f5ee4-d199-f891-4877-aea1bf848fc7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 17, 2023 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: P••••••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• W••••• P•••••••• L••	Independent wealth	Aug 8, 2024	n/a	yes	BOISE, ID	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Nov 20, 2023	Jul 23, 2024	no	Eagle, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	P••••••••• W••••• P•••••••• L••	Jul 23, 2024	Aug 8, 2024	16	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• • A••••••••• I•••	Nov 24, 2023	Nov 20, 2023

Relationships

Registered with (3)

→ P••••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Aug 8, 2024 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Nov 20, 2023 to Jul 23, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 17, 2023 to Nov 24, 2023factForm ADV

Dated events

Occurred
Jul 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bf9f5ee4-d199-f891-4877-aea1bf848fc7
First observed: Jan 17, 2023
Last observed: Sep 14, 2026 9 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.