DFX Intelligence

K•••• N••••• B•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

K•••• N••••• B•••••••••

Advisor at E••••• J••••

KAYSVILLE, UT

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Search this name across graphsid dfx:ria:1ac8dd8f-e1b3-6e57-0e0c-2410aada5432

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 29, 2019 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: E••••• J••••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Feb 20, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	May 4, 2026	n/a	yes	KAYSVILLE, UT	Current employment
S•• W•••••	Independent wealth	Jun 28, 2022	Apr 24, 2026	no	Cottonwood Heights, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• W•••••	E••••• J••••	Apr 24, 2026	May 4, 2026	10	Firm change	RIA to ibd
S•• I••••••••• S••••••• I•••	S•• W•••••	Jul 29, 2022	Jun 28, 2022

Relationships

Registered with (4)

→ E••••• J••••Registered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ S•• W•••••Registered adviserregistration: previous registration
Jun 28, 2022 to Apr 24, 2026factForm ADV
→ S•• I••••••••• S••••••• I•••Registered adviserregistration: previous registration
Sep 27, 2021 to Jul 29, 2022factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Apr 24, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ac8dd8f-e1b3-6e57-0e0c-2410aada5432
First observed: Jan 29, 2019
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.