DFX Intelligence

W••••• S• C•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

W••••• S• C•••••

Advisor at S••••• G••••• I••••••••• L••

Bountiful, UT | BOUNTIFUL, UT

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 11, 2020 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: S••••• G••••• I••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• G••••• I••••••••• L••	Mixed wealth	Sep 25, 2023	n/a	yes	Bountiful, UT\|BOUNTIFUL, UT	Current employment
T••••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Feb 11, 2020	Sep 22, 2023	no	SO. JORDAN, UT\|CLEARFIELD, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• F•••••••• A•••••••• L••	S••••• G••••• I••••••••• L••	Sep 22, 2023	Sep 25, 2023	3	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
16164:157091:UT:2023-09-18	Sep 22, 2023	Sep 25, 2023	CLEARFIELD, UT	Firm change

Relationships

Registered with (2)

→ S••••• G••••• I••••••••• L••Registered adviserregistration: current employment
Sep 25, 2023 to presentfactForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 11, 2020 to Sep 22, 2023factForm ADV

Dated events

Order

Occurred
22 Sep 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 11, 2020
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.