DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

J••••• C•••••••• C••••••

Advisor at W••••• F••••••••• P•••••••• L••

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:0691fa11-d06b-458e-9156-eb53d7867b08

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2024 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: W••••• F••••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
W••••• F••••••••• P•••••••• L••	Independent wealth	Nov 20, 2024	n/a	yes	SALT LAKE CITY, UT	Current employment
C••••••••• P•••••••• L••	Independent wealth	Apr 5, 2024	Nov 19, 2024	no	DALLAS, TX\|Herriman, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• P•••••••• L••	W••••• F••••••••• P•••••••• L••	Nov 19, 2024	Nov 20, 2024	1	Firm change	RIA to RIA

Relationships

Registered with (2)

→ W••••• F••••••••• P•••••••• L••Registered adviserregistration: current employment
Nov 20, 2024 to presentfactForm ADV
→ C••••••••• P•••••••• L••Registered adviserregistration: previous registration
Apr 5, 2024 to Nov 19, 2024factForm ADV

Dated events

Occurred
Nov 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0691fa11-d06b-458e-9156-eb53d7867b08
First observed: Apr 5, 2024
Last observed: Sep 14, 2026 9 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.