DFX Intelligence

N••••• W••• R••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

N••••• W••• R••••••

Advisor at C••••• N••••• W•••••• L••

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:f63ae4d7-c93d-8f20-cb59-f67ccdd8a95c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Apr 14, 2015 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: C••••• N••••• W•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 4, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• N••••• W•••••• L••	State registered	Feb 25, 2026	n/a	yes	IDAHO FALLS, ID	Current employment
O•••• I••••••••• I•••	Bd affiliated wealth	Nov 14, 2025	Feb 4, 2026	no	Idaho Falls, ID\|MERIDEN, CT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• A••••••• S•••••••• L••	O•••• I••••••••• I•••	Feb 6, 2026	Nov 14, 2025	-84	Firm change after gap	Ibd to ibd
O•••• I••••••••• I•••	C••••• N••••• W•••••• L••	Feb 4, 2026	Feb 25, 2026

Team moves

••• Locked

Team	Left	Joined	From	Kind
173344:171070:ID:2025-11-01	Nov 10, 2025	Nov 7, 2025	IDAHO FALLS, ID	Firm change
6363:173344:ID:2024-03-20	Mar 20, 2024	Mar 15, 2024	TWIN FALLS, ID	Firm change
157314:288576:ID:2018-06-28	Jul 19, 2018	Jun 21, 2018	IDAHO FALLS, ID	Firm change

Relationships

Registered with (7)

→ C••••• N••••• W•••••• L••Registered adviserregistration: current employment
Feb 25, 2026 to presentfactForm ADV
→ O•••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 7, 2025 to Feb 6, 2026factForm ADV
→ O•••• I••••••••• I•••Registered adviserregistration: previous registration
Nov 14, 2025 to Feb 4, 2026factForm ADV
→ P•• A•••••••

Dated events

Occurred
Feb 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 4, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 10, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 20, 2024
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f63ae4d7-c93d-8f20-cb59-f67ccdd8a95c
First observed: Apr 14, 2015
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.