P••• M• N•••••

Advisor at A••••• I••••••••• P•••••••

Logan, UT | OGDEN, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:22f44426-2df6-a552-1d63-b0c5d5f8c393

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 20, 2000 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: A••••• I••••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• I••••••••• P•••••••	Independent wealth	Jul 29, 2020	n/a	yes	Logan, UT\|OGDEN, UT	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 17, 2009	Jul 27, 2020	no	OGDEN, UT\|LOGAN, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A••••• I••••••••• P•••••••	Jul 27, 2020	Jul 29, 2020	2	Firm change	Wirehouse to new firm
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	Mar 4, 2009	Feb 17, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:307667:UT:2020-07-27	Jul 27, 2020	Jul 29, 2020	LOGAN, UT	Firm change

Relationships

Registered with (3)

→ A••••• I••••••••• P•••••••Registered adviserregistration: current employment
Jul 29, 2020 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 17, 2009 to Jul 27, 2020factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Oct 20, 2000 to Mar 4, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22f44426-2df6-a552-1d63-b0c5d5f8c393
First observed: Oct 20, 2000
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.