DFX Intelligence

G•••••• C• W••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

G•••••• C• W••••••

Advisor at B••••••• R••••••••• A•••••••• L••

LEHI, UT | South Jordan, UT

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Search this name across graphsid dfx:ria:00c49c03-80c6-3519-7a98-361e93708c59

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 11, 2019 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: B••••••• R••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• R••••••••• A•••••••• L••	Independent wealth	Jun 18, 2024	n/a	yes	LEHI, UT\|South Jordan, UT	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Nov 14, 2022	Jun 13, 2024	no	PROVO, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B••••••• R••••••••• A•••••••• L••	Jun 13, 2024	Jun 18, 2024	5	Firm change	Wirehouse to RIA
C•••••• W•••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 10, 2022

Relationships

Registered with (4)

→ B••••••• R••••••••• A•••••••• L••Registered adviserregistration: current employment
Jun 18, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 14, 2022 to Jun 13, 2024factForm ADV
→ C•••••• W•••••• L••Registered adviserregistration: previous registration
Feb 10, 2021 to Oct 10, 2022factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••

Dated events

Occurred
Jun 13, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 10, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00c49c03-80c6-3519-7a98-361e93708c59
First observed: Nov 11, 2019
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.