J•••• N• D••••

Advisor at F•••• F•••••• A•••••••

St George, UT

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:05109973-4556-6574-0c0d-8712cb0dc7bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2021 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: F•••• F•••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 20, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• F•••••• A•••••••	State registered	Aug 19, 2022	n/a	yes	St George, UT	Current employment
T•••• W••••• G•••• L••	Independent wealth	Jun 30, 2021	Aug 23, 2022	no	St. George, UT\|MURRAY, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• W••••• G•••• L••	F•••• F•••••• A•••••••	Aug 23, 2022	Aug 19, 2022	-4	Firm change	RIA to state RIA
C•••••••• I••••••••• R••••••• A•••••••• I•••	T•••• W••••• G•••• L••	May 17, 2021	Jun 30, 2021

Relationships

Registered with (3)

→ F•••• F•••••• A•••••••Registered adviserregistration: current employment
Aug 19, 2022 to presentfactForm ADV
→ T•••• W••••• G•••• L••Registered adviserregistration: previous registration
Jun 30, 2021 to Aug 23, 2022factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 17, 2021 to May 17, 2021factForm ADV

Dated events

Occurred
Aug 23, 2022
Advisor changed firm
J•••• N• D•••• left T•••• W••••• G•••• L•• for F•••• F•••••• A••••••• (registered 2022-08-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05109973-4556-6574-0c0d-8712cb0dc7bb
First observed: Mar 17, 2021
Last observed: Sep 14, 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.