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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

JOEL DAVID SLATTER

Advisor at IGNITE PLANNERS LLC

South Jordan, UT | SAN CLEMENTE, CA

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Search this name across graphsid dfx:ria:36ddcd69-40ae-6a91-c73f-147499bc912a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 21, 2007 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: IGNITE PLANNERS LLC
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: Sep 16, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Sep 16, 2005
First registration: Mar 21, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 4737214

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
IGNITE PLANNERS LLC	Independent wealth	Sep 26, 2022	n/a	yes	SAN CLEMENTE, CA\|South Jordan, UT	Current employment
FORESIGHT WEALTH MANAGEMENT, LLC	Former SEC adviser	Jun 5, 2018	Jan 2, 2023	no	DRAPER, UT	Previous registration
LEFAVI WEALTH MANAGEMENT	Independent wealth	May 4, 2015	Jun 4, 2018	no	SALT LAKE CITY, UT	Previous registration
LEFAVI WEALTH MANAGEMENT	Independent wealth	Feb 22, 2011	Dec 31, 2013	no	SALT LAKE CITY, UT	Previous registration
EDWARD JONES	National bd RIA	Mar 21, 2007	Dec 2, 2010	no	WASHINGTON, UT\|ST LOUIS, MO\|ST GEORGE, UT\|ST GEORGE, UT	Previous registration

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
FORESIGHT WEALTH MANAGEMENT, LLC	IGNITE PLANNERS LLC	Jan 2, 2023	Sep 26, 2022	-98	Firm change after gap	RIA to RIA
LEFAVI WEALTH MANAGEMENT	FORESIGHT WEALTH MANAGEMENT, LLC	Jun 4, 2018	Jun 5, 2018	1	Firm change	RIA to RIA
EDWARD JONES	LEFAVI WEALTH MANAGEMENT	Dec 2, 2010	Feb 22, 2011	82	Firm change	Other

Relationships

Registered with (4)

→ IGNITE PLANNERS LLCRegistered adviserregistration: current employment
Sep 26, 2022 to presentfactForm ADV
→ FORESIGHT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 5, 2018 to Jan 2, 2023factForm ADV
→ LEFAVI WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 4, 2015 to Jun 4, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 21, 2007 to Dec 2, 2010factForm ADV

Dated events

Occurred
Jan 2, 2023
Advisor changed firm
Joel David Slatter left Foresight Wealth Management, Llc for Ignite Planners Llc (registered 2022-09-26)
Form ADVobserved 5 days ago