DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

K•••••• W••••• F•••

Advisor at T••••••• V••••• F•••••••• P•••••••

MERIDIAN, ID

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Search this name across graphsid dfx:ria:ece1d129-ed11-6c7a-6f21-a0e326dc3223

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 16, 2021 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••••••• V••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
T••••••• V••••• F•••••••• P•••••••	Independent wealth	May 27, 2026	n/a	yes	MERIDIAN, ID	Current employment
C•••• C•••• F•••••••• M••••••••• L••	Independent wealth	Jul 24, 2024	Aug 10, 2026	no	SILVERDALE, WA\|Meridian, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• C•••• F•••••••• M••••••••• L••	T••••••• V••••• F•••••••• P•••••••	Aug 10, 2026	May 27, 2026	-75	Firm change after gap	RIA to new firm
F••••• W••••• P•••••••• I•••	C•••• C•••• F•••••••• M••••••••• L••	Jul 19, 2024	Jul 24, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
170602:341732:ID:2026-08-10	Aug 10, 2026	May 27, 2026	MERIDIAN, ID	Firm change after gap

Relationships

Registered with (3)

→ T••••••• V••••• F•••••••• P•••••••Registered adviserregistration: current employment
May 27, 2026 to presentfactForm ADV
→ C•••• C•••• F•••••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 24, 2024 to Aug 10, 2026factForm ADV
→ F••••• W••••• P•••••••• I•••Registered adviserregistration: previous registration
Jul 16, 2021 to Jul 19, 2024factForm ADV

Dated events

Occurred
Aug 10, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ece1d129-ed11-6c7a-6f21-a0e326dc3223
First observed: Jul 16, 2021
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.