DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

B•••••• B•••• V•••••

Advisor at S•••••• F•••••••• S•••••••• L••

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:4bfd0160-8e31-c51a-59c1-3fb8df127d9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2007 to Sep 14, 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•••••• F•••••••• S•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 22, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• F•••••••• S•••••••• L••	State registered	Jul 26, 2010	n/a	yes	SALT LAKE CITY, UT	Current employment
B••••• G••••• L••	n/a	Apr 13, 2007	Jul 21, 2010	no	BOUNTIFUL, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• G••••• L••	S•••••• F•••••••• S•••••••• L••	Jul 21, 2010	Jul 26, 2010	5	Firm change	Other

Relationships

Registered with (2)

→ S•••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Jul 26, 2010 to presentfactForm ADV
→ B••••• G••••• L••Registered adviserregistration: previous registration
Apr 13, 2007 to Jul 21, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4bfd0160-8e31-c51a-59c1-3fb8df127d9b
First observed: Apr 13, 2007
Last observed: Sep 14, 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.