E••••• J• S••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

SCOTTSDALE, AZ | SALT LAKE CITY, 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:2ec6ada0-39c3-76a7-dcb6-fa19e3918322

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Oct 26, 2020 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 7, 2025	n/a	yes	SALT LAKE CITY, UT\|SCOTTSDALE, AZ	Current employment
C•••••• W•••••• L••	Independent wealth	Mar 12, 2025	Oct 21, 2025	no	LEHI, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• W•••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 21, 2025	Oct 7, 2025	-14	Firm change	RIA to wirehouse
F••••••• P••••••• A•• W•••••••• A•••••••	C•••••• W•••••• L••	Jan 31, 2025	Mar 12, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
288590:289574:UT:2025-01-30	Jan 31, 2025	Mar 12, 2025	SALT LAKE CITY, UT	Firm change

Relationships

Registered with (3)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Oct 7, 2025 to presentfactForm ADV
→ C•••••• W•••••• L••Registered adviserregistration: previous registration
Mar 12, 2025 to Oct 21, 2025factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jul 10, 2023 to Jan 31, 2025factForm ADV

Dated events

Occurred
Oct 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 26, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 27, 2023
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ec6ada0-39c3-76a7-dcb6-fa19e3918322
First observed: Oct 26, 2020
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.