G••••• G•••••

Advisor at Y••• I•• L••

ST. GEORGE, UT | Fruita, CO

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:527480c6-6bb2-5819-a0cc-6e963f246138

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 5, 2024 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: Y••• I•• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Y••• I•• L••	Independent wealth	Jan 24, 2026	n/a	yes	Fruita, CO\|ST. GEORGE, UT	Current employment
T••••••••• W••••• M•••••••••	Independent wealth	Sep 16, 2024	Feb 18, 2026	no	CARMEL BY THE SEA, CA\|Fruita, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• W••••• M•••••••••	Y••• I•• L••	Feb 18, 2026	Jan 24, 2026	-25	Firm change	RIA to new firm
S•• I••••••••• A•••••••• I•••	T••••••••• W••••• M•••••••••	Oct 18, 2024	Sep 16, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
123608:314816:CA:2024-10-17	Oct 18, 2024	Sep 16, 2024	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (3)

→ Y••• I•• L••Registered adviserregistration: current employment
Jan 24, 2026 to presentfactForm ADV
→ T••••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Sep 16, 2024 to Feb 18, 2026factForm ADV
→ S•• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 5, 2024 to Oct 18, 2024factForm ADV

Dated events

Occurred
Feb 18, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:527480c6-6bb2-5819-a0cc-6e963f246138
First observed: Jan 5, 2024
Last observed: Sep 14, 2026 9 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.