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M••• T••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor38 years in industry

M••• T••••• S••••••

Advisor at B••• B••• W•••••

OREM, UT | Provo, UT | NEW YORK, NY | Orem, 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:35de706c-de5d-2788-ff78-95e7ca21b959

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 30, 1991 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: B••• B••• W•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 29, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
S••••	Independent wealth	Jun 9, 2026	n/a	yes	Provo, UT\|Orem, UT\|NEW YORK, NY	Current employment
B••• B••• W•••••	Independent wealth	Apr 22, 2024	n/a	yes	OREM, UT

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• F•••••••• G••••• I••	B••• B••• W•••••	Sep 30, 2024	Apr 22, 2024	-161	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104861:107202:UT:2024-09-30	Sep 30, 2024	Apr 22, 2024	OREM, UT	Firm change after gap

Relationships

Registered with (3)

→ S••••Registered adviserregistration: current employment
Jun 9, 2026 to presentfactForm ADV
→ B••• B••• W•••••Registered adviserregistration: current employment
Apr 22, 2024 to presentfactForm ADV
→ S•••••••• F•••••••• G••••• I••Registered adviserregistration: previous registration
Dec 30, 1991 to Sep 30, 2024factForm ADV

Dated events

Occurred
Sep 30, 2024
Advisor changed firm
M••• T••••• S•••••• left S•••••••• F•••••••• G••••• I•• for B••• B••• W••••• (registered 2024-04-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35de706c-de5d-2788-ff78-95e7ca21b959
First observed: Dec 30, 1991
Last observed: Sep 15, 2026 7 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.