DFX Intelligence

T••••••• C••••• A••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

T••••••• C••••• A••••••••

Advisor at B• W••••• M•••••••••

BOISE, ID

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Search this name across graphsid dfx:ria:c41095dc-b918-3ec4-0784-a6e33dc07d28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 24, 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: B• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 6, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B• W••••• M•••••••••	Independent wealth	Jun 6, 2023	n/a	yes	BOISE, ID	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 11, 2006	Jun 21, 2023	no	BOISE, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	B• W••••• M•••••••••	Jun 21, 2023	Jun 6, 2023	-15	Firm change	Wirehouse to RIA
C•••••••• G••••• M•••••• I•••	W•••• F•••• A•••••••	Aug 16, 2006	Aug 11, 2006

Relationships

Registered with (3)

→ B• W••••• M•••••••••Registered adviserregistration: current employment
Jun 6, 2023 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 11, 2006 to Jun 21, 2023factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Nov 24, 2000 to Aug 16, 2006factForm ADV

Dated events

Occurred
Jun 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c41095dc-b918-3ec4-0784-a6e33dc07d28
First observed: Nov 24, 2000
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.