DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner34 years in industry

R•••••• W•••• N••••••

Advisor at V•••••• P•••••• W•••••

BOISE, ID

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Search this name across graphsid dfx:ria:d0bde610-6d12-8187-8fce-6a5576b84309

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Mar 24, 1992 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

R•••••• W•••• N••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: V•••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 19, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• P•••••• W•••••	Independent wealth	Aug 14, 2015	n/a	yes	BOISE, ID	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Mar 24, 1992	Aug 18, 2015	no	AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	V•••••• P•••••• W•••••	Aug 18, 2015	Aug 14, 2015	-4	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:169576:TX:2015-08-18	Aug 18, 2015	Aug 14, 2015	AUSTIN, TX	Firm change

Relationships

Registered with (2)

→ V•••••• P•••••• W•••••Registered adviserregistration: current employment
Aug 14, 2015 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 24, 1992 to Aug 18, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d0bde610-6d12-8187-8fce-6a5576b84309
First observed: Mar 24, 1992
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.