DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

D••••• W••• F••••

Advisor at E•••••• G••••

BOISE, ID

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Search this name across graphsid dfx:ria:db7be7ca-2fc8-6f4e-c5be-76599f8b829f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 2, 2023 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: E•••••• G••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• G••••	Other adviser	Feb 18, 2026	n/a	yes	BOISE, ID	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Jan 19, 2024	Feb 10, 2026	no	Boise, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	E•••••• G••••	Feb 10, 2026	Feb 18, 2026	8	Firm change	Ibd to RIA
W••••••• F•••••••• S•••••••• I•••	O•••• W•••••• I•••	Jan 19, 2024	Jan 19, 2024

Relationships

Registered with (3)

→ E•••••• G••••Registered adviserregistration: current employment
Feb 18, 2026 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Jan 19, 2024 to Feb 10, 2026factForm ADV
→ W••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 2, 2023 to Jan 19, 2024factForm ADV

Dated events

Occurred
Feb 10, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db7be7ca-2fc8-6f4e-c5be-76599f8b829f
First observed: May 2, 2023
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.