DFX Intelligence
Reading the graph
Reading the graph
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Advisor at S••••• G••••• I••••••••• L••
BOUNTIFUL, UT | Salt Lake City, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| S••••• G••••• I••••••••• L•• | Mixed wealth | Aug 30, 2024 | n/a | yes | BOUNTIFUL, UT|Salt Lake City, UT | Current employment |
| M• I••••••••• A••••••• I••• | n/a | Oct 8, 2019 | Aug 27, 2024 | no | Salt Lake City, UT |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M• I••••••••• A••••••• I••• | S••••• G••••• I••••••••• L•• | Aug 27, 2024 | Aug 30, 2024 | 3 | Firm change | Other |
| T••••••••• F•••••••• A•••••••• L•• | M• I••••••••• A••••••• I••• | Jul 16, 2019 | Oct 8, 2019 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 144616:157091:UT:2024-08-27 | Aug 27, 2024 | Aug 30, 2024 | SALT LAKE CITY, UT | Firm change |
| T••••••••• F•••••••• A•••••••• L•• | Bd affiliated wealth | Jan 6, 2012 | Jul 16, 2019 | no | DRAPER, UT | Previous registration |
| I••••••••• A••••••• I••••••••• I••• | n/a | Sep 13, 2010 | Jan 6, 2012 | no | DRAPER, UT | Previous registration |
| 84 |
| Firm change |
| Other |
| I••••••••• A••••••• I••••••••• I••• | T••••••••• F•••••••• A•••••••• L•• | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |