H•••• Y•••••

Advisor at X••• S•••••••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cbd46594-717a-6cf4-f096-0250b4f4af02

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 26, 2024 to Sep 15, 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: X••• S•••••••
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: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Q••••••••• F•••••••• S•••••••••	Independent wealth	Aug 10, 2026	n/a	yes	DENVER, CO\|Sherman Oaks, CA	Current employment
X••• S•••••••	Independent wealth	Mar 4, 2026	n/a	yes	Sherman Oaks, CA\|BOZEMAN, MT	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• I••••••••• C••••••	X••• S•••••••	Sep 23, 2025	Mar 4, 2026	162	Firm change	RIA to RIA

Relationships

Registered with (3)

→ Q••••••••• F•••••••• S•••••••••Registered adviserregistration: current employment
Aug 10, 2026 to presentfactForm ADV
→ X••• S•••••••Registered adviserregistration: current employment
Mar 4, 2026 to presentfactForm ADV
→ I•••••• I••••••••• C••••••Registered adviserregistration: previous registration
Apr 26, 2024 to Sep 23, 2025factForm ADV

Dated events

Occurred
Sep 23, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cbd46594-717a-6cf4-f096-0250b4f4af02
First observed: Apr 26, 2024
Last observed: Sep 15, 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.