DFX Intelligence

P••• I••••••••• C•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

P••• I••••••••• C•••••••• L••

CRD 167757

LOGAN, UT

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Search this name across graphsid dfx:ria:1f78bc62-ff58-f773-a69a-bc2bb2ae750a

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 10, 2026 to Jul 10, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 369
High net worth clients: 11
CRD: 167757

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D•••• M••••• S••••••	n/a	LOGAN, UT	13	20	3	no
S•••• A•••• R••••••	n/a	LOGAN, UT	3	11

Relationships

Registered with (3)

← S•••• A•••• R••••••Advisorregistration: current employment
Sep 13, 2023 to presentfactForm ADV
← D•••• M••••• S••••••Advisorregistration: current employment
Aug 7, 2013 to presentfactForm ADV
← D••••• K••••• F•••••••Advisorregistration: previous registration
Jul 27, 2018 to Sep 25, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f78bc62-ff58-f773-a69a-bc2bb2ae750a
First observed: Jul 10, 2026
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds 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.