E••••• D• M••••

Advisor at S••••••• O••• L•

OGDEN, UT

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:608d9b67-1372-f088-cf98-b2623e7576e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 1, 2002 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••••••• O••• L•
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 3, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• O••• L•	State registered	Mar 3, 2017	n/a	yes	OGDEN, UT	Current employment
S••••••• O••• L•	State registered	Sep 16, 2013	Dec 31, 2016	no	OGDEN, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• C•••••• M••••••••• I•••	S••••••• O••• L•	Dec 31, 2010	Sep 16, 2013	990	Firm change after gap	Other

Relationships

Registered with (2)

→ S••••••• O••• L•Registered adviserregistration: previous registration
Sep 16, 2013 to Dec 31, 2016factForm ADV
→ S•••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 1, 2002 to Dec 31, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:608d9b67-1372-f088-cf98-b2623e7576e9
First observed: Jul 1, 2002
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.