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F••••••• R•••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

F••••••• R•••• B••••

Advisor at I••••••• F••

BOISE, ID | Fayetteville, GA

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Search this name across graphsid dfx:ria:db3de85f-0c3f-457b-326a-c6f885732d37

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 16, 2009 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: I••••••• F••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• F••	Independent wealth	Feb 23, 2026	n/a	yes	BOISE, ID\|Fayetteville, GA	Current employment
E••••• J••••	National bd RIA	Oct 28, 2019	Feb 25, 2026	no	FAYETTEVILLE, GA\|FAYETTEVILLE, GA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	I••••••• F••	Feb 25, 2026	Feb 23, 2026	-2	Firm change	Ibd to RIA
C••• I••••••••• A•••••••• I•••	E••••• J••••	Nov 18, 2019

Relationships

Registered with (5)

→ I••••••• F••Registered adviserregistration: current employment
Feb 23, 2026 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Oct 28, 2019 to Feb 25, 2026factForm ADV
→ C••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 1, 2015 to Nov 18, 2019factForm ADV
→ B••• I••••••••• S•••••••• I•••

Dated events

Occurred
Feb 25, 2026
Advisor changed firm
F••••••• R•••• B•••• left E••••• J•••• for I••••••• F•• (registered 2026-02-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db3de85f-0c3f-457b-326a-c6f885732d37
First observed: Oct 16, 2009
Last observed: Sep 15, 2026 7 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.