DFX Intelligence

M•••••• R••••• W•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

M•••••• R••••• W•••••••

Advisor at R•••••• W••••• M•••••••••

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:05fd2b0c-f3f9-054b-d1c5-63a1b3fa80c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2012 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: R•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• W••••• M•••••••••	Independent wealth	Jul 28, 2021	n/a	yes	SALT LAKE CITY, UT	Current employment
R•••••• W••••• M•••••••••	Independent wealth	Jan 14, 2014	Mar 15, 2021	no	SALT LAKE CITY, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	R•••••• W••••• M•••••••••	Jan 14, 2014	Jan 14, 2014	0	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ R•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 14, 2014 to Mar 15, 2021factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 26, 2012 to Jan 14, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05fd2b0c-f3f9-054b-d1c5-63a1b3fa80c4
First observed: Sep 26, 2012
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.