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

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RIA / WealthAdvisor19 years in industry

D•••• J•••• W•••

Advisor at F•••• S••••• C•••••• M••••••••• I•••

MISSOULA, MT

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Search this name across graphsid dfx:ria:ec0619b1-920a-49f3-054f-f594cd4079f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 5, 2008 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: F•••• S••••• C•••••• M••••••••• I•••
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 30, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 12derivedfrom 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
F•••• S••••• C•••••• M••••••••• I•••	Independent wealth	Nov 7, 2013	n/a	yes	MISSOULA, MT	Current employment
D••••• I••••••••• A•••••••• L••	n/a	Mar 20, 2015	Dec 31, 2021	no

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
D••••• I••••••••• A•••••••• L••	n/a	Dec 31, 2021	n/a	n/a	Departure no registered destination	Departure
T•• A••••••• G••••• L••	F•••• S••••• C•••••• M••••••••• I•••	Jul 16, 2010	Nov 7, 2013

Relationships

Registered with (3)

→ F•••• S••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Nov 7, 2013 to presentfactForm ADV
→ D••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 20, 2015 to Dec 31, 2021factForm ADV
→ T•• A••••••• G••••• L••Registered adviserregistration: previous registration
May 5, 2008 to Jul 16, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec0619b1-920a-49f3-054f-f594cd4079f3
First observed: May 5, 2008
Last observed: Sep 14, 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.