DFX Intelligence

B•••• K••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

B•••• K••• B•••••

Advisor at E•••••• W••••• M••••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:485ec9ba-0b06-5ecc-c13f-8468c05e0270

Data as of Sep 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 5
On other graphs: 0
Observed: Apr 25, 2003 to Sep 22, 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: E•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 25, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

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Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• P•••••• W••••• L••	Independent wealth	Sep 15, 2026	n/a	yes	OREM, UT	Current employment
E•••••• W••••• M••••••••• L••	Independent wealth	May 22, 2024	n/a	yes	Morrison, CO\|SOUTH JORDAN, UT	Current employment

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
S••• W••••• P•••••••	E•••••• W••••• M••••••••• L••	Jun 24, 2024	May 22, 2024	-33	Firm change after gap	Other

Relationships

Registered with (3)

→ S•••••• P•••••• W••••• L••Registered adviserregistration: current employment
Sep 15, 2026 to presentfactForm ADV
→ E•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 22, 2024 to presentfactForm ADV
→ S••• W••••• P•••••••Registered adviserregistration: previous registration
Apr 25, 2003 to Jun 24, 2024factForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 24, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Show 4 bookkeeping events

Occurred
Sep 21, 2026
••• Locked
Occurred
Sep 15, 2026
••• Locked
Occurred
Sep 15, 2026
••• Locked
Occurred
Aug 27, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:485ec9ba-0b06-5ecc-c13f-8468c05e0270
First observed: Apr 25, 2003
Last observed: Sep 22, 2026 31 h 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.