DFX Intelligence

P•••••••• R••••••••• O••••••• I••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserState registeredState registeredRAUM none

P•••••••• R••••••••• O••••••• I••

CRD 116172

AMMON, ID

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Search this name across graphs

Data as of Jan 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 23, 2026 to Jan 23, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Employees: 5
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• L••••• H••••••	n/a	IDAHO FALLS, ID	27	32	6	no
J•••• T••••• H••••••	n/a	AMMON, ID	13	14

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	1	0

Relationships

Registered with (5)

← V••• B•••••••Advisorregistration: current employment
Dec 17, 2025 to presentfactForm ADV
← A•••• B••••••• D••••Advisorregistration: current employment
Dec 8, 2025 to presentfactForm ADV
← O••• K•••• B•••••••Advisorregistration: current employment
Jun 11, 2013 to presentfactForm ADV
← J•••• T••••• H••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 23, 2026
Last observed: Jan 23, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds 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.