DFX Intelligence

D•••• A•••• Y••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor34 years in industry

D•••• A•••• Y••••

Advisor at P•••••• W••••• M•••••••••

PROVO, UT

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Search this name across graphsid dfx:ria:18c8ab7d-7368-6857-f454-a63f254a6db2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Nov 26, 1993 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

D•••• A•••• Y••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• W••••• M•••••••••	Independent wealth	Feb 3, 2003	n/a	yes	PROVO, UT	Current employment
P•••••• W••••• M•••••••••	Independent wealth	Nov 26, 1993	Dec 31, 2002	no	PROVO, UT	Previous registration

Relationships

Registered with (1)

→ P•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Nov 26, 1993 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18c8ab7d-7368-6857-f454-a63f254a6db2
First observed: Nov 26, 1993
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.