DFX Intelligence

E••• M••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

E••• M••••• S•••••

Advisor at T•• P••••••• I•••

FORT COLLINS, CO

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Search this name across graphsid dfx:ria:d8674139-e554-1b3a-51f1-ea8a85b6e775

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2013 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: T•• P••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• P••••••• I•••	State registered	Aug 18, 2023	n/a	yes	FORT COLLINS, CO	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Jan 31, 2013	Aug 17, 2023	no	FORT COLLINS, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	T•• P••••••• I•••	Aug 17, 2023	Aug 18, 2023	1	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ T•• P••••••• I•••Registered adviserregistration: current employment
Aug 18, 2023 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 31, 2013 to Aug 17, 2023factForm ADV

Dated events

Occurred
Aug 17, 2023
Advisor changed firm
E••• M••••• S••••• left P••• A••••• S••••••••• L•• for T•• P••••••• I••• (registered 2023-08-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8674139-e554-1b3a-51f1-ea8a85b6e775
First observed: Jan 31, 2013
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.