DFX Intelligence

T•••• B•••• P•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

T•••• B•••• P•••••••••

Advisor at Q• F••••••••

EASTLAKE, CO

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Search this name across graphsid dfx:ria:c7e4c51a-c985-914e-3794-f3852d3b0ddb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 30, 2021 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: Q• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Q• F••••••••	State registered	Mar 31, 2026	n/a	yes	EASTLAKE, CO	Current employment
I••••••••	Independent wealth	Aug 8, 2024	May 22, 2026	no	HOLLADAY, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••	Q• F••••••••	May 22, 2026	Mar 31, 2026	-52	Firm change after gap	RIA to state RIA
C•••••• S••••• • C••• I•••	I••••••••	Aug 9, 2024	Aug 8, 2024

Relationships

Registered with (3)

→ Q• F••••••••Registered adviserregistration: current employment
Mar 31, 2026 to presentfactForm ADV
→ I••••••••Registered adviserregistration: previous registration
Aug 8, 2024 to May 22, 2026factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jul 30, 2021 to Aug 9, 2024factForm ADV

Dated events

Occurred
May 22, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 9, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7e4c51a-c985-914e-3794-f3852d3b0ddb
First observed: Jul 30, 2021
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.