DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

B••••••• W••• D•••••

Advisor at N••••••• F•••••••• L••

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:252ccc65-864a-4bfb-ffd7-6f05f8d49be4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 4, 2002 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: N••••••• F•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 3, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••• F•••••••• L••	Other adviser	Jun 1, 2023	n/a	yes	SALT LAKE CITY, UT	Current employment
W•••• F•••• A•••••••	Wirehouse	May 15, 2015	Jun 5, 2023	no	SALT LAKE CITY, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	N••••••• F•••••••• L••	Jun 5, 2023	Jun 1, 2023	-4	Firm change	Wirehouse to new firm
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	May 26, 2015	May 15, 2015

Relationships

Registered with (4)

→ N••••••• F•••••••• L••Registered adviserregistration: current employment
Jun 1, 2023 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 15, 2015 to Jun 5, 2023factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Feb 10, 2009 to May 26, 2015factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

Occurred
Jun 5, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:252ccc65-864a-4bfb-ffd7-6f05f8d49be4
First observed: Oct 4, 2002
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.