DFX Intelligence

J•••• J••• O••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J•••• J••• O••••

Advisor at A•••• R•••• W••••• M••••••••• L••

Syracuse, UT | SOUTH JORDAN, UT

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Search this name across graphsid dfx:ria:04f0991e-feb4-90f5-24d8-74c9fb1deb2b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 4, 2021 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: A•••• R•••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• R•••• W••••• M••••••••• L••	State registered	Jan 9, 2025	n/a	yes	SOUTH JORDAN, UT\|Syracuse, UT	Current employment
C••••• I••••••••• L•	State registered	May 4, 2021	Jan 8, 2025	no	SOUTH JORDAN, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• L•	A•••• R•••• W••••• M••••••••• L••	Jan 8, 2025	Jan 9, 2025	1	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
171858:333177:UT:2025-01-08	Jan 8, 2025	Jan 9, 2025	SOUTH JORDAN, UT	Firm change

Relationships

Registered with (2)

→ A•••• R•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 9, 2025 to presentfactForm ADV
→ C••••• I••••••••• L•Registered adviserregistration: previous registration
May 4, 2021 to Jan 8, 2025factForm ADV

Dated events

Occurred
Jan 8, 2025
Advisor changed firm
J•••• J••• O•••• left C••••• I••••••••• L• for A•••• R•••• W••••• M••••••••• L•• (registered 2025-01-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04f0991e-feb4-90f5-24d8-74c9fb1deb2b
First observed: May 4, 2021
Last observed: Sep 15, 2026 7 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.