DFX Intelligence

H•••••• D••••• H•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

H•••••• D••••• H•••••••••

Advisor at R•••••• I••••••••• A•••••••• L••

GRAND JUNCTION, CO | Denver, CO

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Search this name across graphsid dfx:ria:d8fe7087-d53d-0b70-b5c7-a27838a842ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 17, 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: R•••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 2, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• I••••••••• A•••••••• L••	Independent wealth	Apr 23, 2025	n/a	yes	Denver, CO\|GRAND JUNCTION, CO	Current employment
R•••••• I••••••••• A•••••••• L••	Independent wealth	Jan 5, 2016	May 4, 2017	no	Denver, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••••• I••••••••• A•••••••• L••	R•••••• I••••••••• A•••••••• L••	Oct 17, 2025	Jan 5, 2016	-3,573	Firm change after gap	Other

Relationships

Registered with (2)

→ R•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 5, 2016 to May 4, 2017factForm ADV
→ G•••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 17, 2013 to Oct 17, 2025factForm ADV

Dated events

Occurred
Oct 17, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8fe7087-d53d-0b70-b5c7-a27838a842ce
First observed: Dec 17, 2013
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.