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

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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

W•••••• C•••••• B•••••••

Advisor at Y••• I•• L••

ST. GEORGE, UT | Hurricane, UT

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Search this name across graphsid dfx:ria:05713e5b-8adc-5957-e7ad-804c98c202ad

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 9, 2007 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: Y••• I•• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Y••• I•• L••	Independent wealth	Apr 23, 2026	n/a	yes	ST. GEORGE, UT\|Hurricane, UT	Current employment
T••••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Jan 6, 2012	Mar 31, 2026	no	HURRICANE, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• F•••••••• A•••••••• L••	Y••• I•• L••	Mar 31, 2026	Apr 23, 2026	23	Firm change	Ibd to RIA
I••••••••• A••••••• I••••••••• I•••	T••••••••• F•••••••• A•••••••• L••	Jan 6, 2012	Jan 6, 2012

Relationships

Registered with (3)

→ Y••• I•• L••Registered adviserregistration: current employment
Apr 23, 2026 to presentfactForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 6, 2012 to Mar 31, 2026factForm ADV
→ I••••••••• A••••••• I••••••••• I•••Registered adviserregistration: previous registration
May 9, 2007 to Jan 6, 2012factForm ADV

Dated events

Occurred
Mar 31, 2026
Advisor changed firm
W•••••• C•••••• B••••••• left T••••••••• F•••••••• A•••••••• L•• for Y••• I•• L•• (registered 2026-04-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05713e5b-8adc-5957-e7ad-804c98c202ad
First observed: May 9, 2007
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.