DFX Intelligence

D•••• L••••••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor43 years in industry

D•••• L••••••• G••••••

Advisor at G•••••• C•••••• I••••••••• M•••••••••

KAYSVILLE, UT | Kaysville, UT

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Search this name across graphsid dfx:ria:4689a98f-a30f-fea6-330f-430db5d7ae44

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1992 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: G•••••• C•••••• I••••••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 25, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 26derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• C•••••• P•••••• E••••• L••	State registered	Apr 22, 2014	n/a	yes	KAYSVILLE, UT	Current employment
G•••••• C•••••• I••••••••• M•••••••••	State registered	Nov 23, 1999	n/a	yes	Kaysville, UT	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• C•••••• M••••••••• I•••	G•••••• C•••••• I••••••••• M•••••••••	Dec 31, 2005	Nov 23, 1999	-2,230	Firm change after gap	Other

Relationships

Registered with (3)

→ G•••••• C•••••• P•••••• E••••• L••Registered adviserregistration: current employment
Apr 22, 2014 to presentfactForm ADV
→ G•••••• C•••••• I••••••••• M•••••••••Registered adviserregistration: current employment
Nov 23, 1999 to presentfactForm ADV
→ E••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 8, 1992 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4689a98f-a30f-fea6-330f-430db5d7ae44
First observed: Jul 8, 1992
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.