DFX Intelligence
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Registered advisor
T••••• B•••• H•••
Feed of 09/14/2026
At current firm
8 y
since Aug 7, 2018
In the industry
41 y
since Jan 4, 1985 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Aug 7, 2018 · Twin Falls, Id
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Aug 9, 2018 · Boise, Id
- W•••• F•••• I••••••••• L•• unclassifiedSep 24, 2008 to Jan 3, 2011 · Twin Falls, Id
- F•••• M•••••• S••••••••• C•••• unclassifiedMay 19, 2003 to Sep 28, 2006 · Meridian, Id
- P••••••••• E••••• G••••• L•• unclassifiedFeb 8, 2001 to May 23, 2003 · Boise, Id
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to L•• F•••••••• L••left Aug 9, 2018, registered Aug 7, 2018 (-2 days) · Wirehouse to independent RIA · moved with a team
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- F•••• M•••••• S••••••••• C•••• to W•••• F•••• I••••••••• L••left Sep 28, 2006, registered Sep 24, 2008 (727 days) · Other
- P••••••••• E••••• G••••• L•• to F•••• M•••••• S••••••••• C••••left May 23, 2003, registered May 19, 2003 (-4 days) · Other
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves.Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address