DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

B•••••• T•••• F•••••

Advisor at T•• N••••• G•••• L••

PROVO, UT | Idaho Falls, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f240f0df-7e7f-f7d7-4103-0d9f70932061

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2001 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: T•• N••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 19, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• N••••• G•••• L••	Independent wealth	Mar 15, 2023	n/a	yes	PROVO, UT\|Idaho Falls, ID	Current employment
T••••••••• C••••••• L••	Asset manager	Apr 24, 2018	Jun 28, 2023	no	IDAHO FALLS, ID\|LEHI, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• C••••••• L••	T•• N••••• G•••• L••	Jun 28, 2023	Mar 15, 2023	-105	Firm change after gap	RIA to new firm
A•••••• I••••••••• A•••••••• L••	T••••••••• C••••••• L••	May 8, 2018	Apr 24, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
288576:323988:UT:2023-06-28	Jun 28, 2023	Mar 15, 2023	LEHI, UT	Firm change after gap
157314:288576:ID:2018-04-25	May 8, 2018	Apr 24, 2018	IDAHO FALLS, ID	Firm change

Relationships

Registered with (6)

→ T•• N••••• G•••• L••Registered adviserregistration: current employment
Mar 15, 2023 to presentfactForm ADV
→ T••••••••• C••••••• L••Registered adviserregistration: previous registration
Apr 24, 2018 to Jun 28, 2023factForm ADV
→ A•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 22, 2016 to May 8, 2018factForm ADV
→ C•••••• S•••••• P•••••••

Dated events

Occurred
Jun 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f240f0df-7e7f-f7d7-4103-0d9f70932061
First observed: Feb 8, 2001
Last observed: Sep 15, 2026 8 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.