DFX Intelligence

E•••••••• R••• L••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

E•••••••• R••• L••••••

Advisor at E•••••• G••••

BOISE, 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:fb9e4ef3-535c-0548-c888-fd954d26b242

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2016 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: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• G••••	Other adviser	Nov 12, 2024	n/a	yes	BOISE, ID	Current employment
A•••• P•••• A•••••••	Former SEC adviser	Jan 4, 2021	Nov 8, 2024	no	BOISE, ID\|BOISE, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• P•••• A•••••••	E•••••• G••••	Nov 8, 2024	Nov 12, 2024	4	Firm change	Ibd to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A•••• P•••• A•••••••	Jan 6, 2021	Jan 4, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
165127:333195:ID:2024-11-08	Nov 8, 2024	Nov 12, 2024	BOISE, ID	Firm change

Relationships

Registered with (3)

→ E•••••• G••••Registered adviserregistration: current employment
Nov 12, 2024 to presentfactForm ADV
→ A•••• P•••• A•••••••Registered adviserregistration: previous registration
Jan 4, 2021 to Nov 8, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 6, 2016 to Jan 6, 2021factForm ADV

Dated events

Occurred
Nov 8, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb9e4ef3-535c-0548-c888-fd954d26b242
First observed: Jun 6, 2016
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.