DFX Intelligence

D••••• W• L•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor27 years in industry

D••••• W• L•••••

Advisor at B••••••• R••••••••• A•••••••• L••

LEHI, UT | Ogden, UT

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Search this name across graphsid dfx:ria:171a300c-dd74-75f6-139f-1a42143dc910

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 17, 2020 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: B••••••• R••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• R••••••••• A•••••••• L••	Independent wealth	Jan 25, 2021	n/a	yes	LEHI, UT\|Ogden, UT	Current employment
K••••••• L•• • F••••••••	State registered	Jun 17, 2020	Aug 14, 2020	no	TUCSON, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••••• L•• • F••••••••	B••••••• R••••••••• A•••••••• L••	Aug 14, 2020	Jan 25, 2021	164	Firm change	Other

Relationships

Registered with (2)

→ B••••••• R••••••••• A•••••••• L••Registered adviserregistration: current employment
Jan 25, 2021 to presentfactForm ADV
→ K••••••• L•• • F••••••••Registered adviserregistration: previous registration
Jun 17, 2020 to Aug 14, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:171a300c-dd74-75f6-139f-1a42143dc910
First observed: Jun 17, 2020
Last observed: Sep 15, 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.