DFX Intelligence

E••••• D••••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor34 years in industry

E••••• D••••• G••••••

Advisor at B••••••• R••••••••• A•••••••• L••

LEHI, UT | Salt Lake City, UT

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Search this name across graphsid dfx:ria:63635143-95bb-030c-2892-f42da47e09f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 22, 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: B••••••• R••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 26, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• R••••••••• A•••••••• L••	Independent wealth	Mar 22, 2016	n/a	yes	LEHI, UT\|Salt Lake City, UT	Current employment
C••••• A•••••• N••••••• L••	Former SEC adviser	Nov 8, 2011	Apr 5, 2016	no	DRAPER, UT\|SANDY, UT\|OGDEN, UT\|DRAPER, UT\|OGDEN, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A•••••• N••••••• L••	B••••••• R••••••••• A•••••••• L••	Apr 5, 2016	Mar 22, 2016	-14	Firm change	Other
P••••••••• S••••••••• C•••••••••	C••••• A•••••• N••••••• L••	Nov 9, 2011	Nov 8, 2011

Relationships

Registered with (4)

→ B••••••• R••••••••• A•••••••• L••Registered adviserregistration: current employment
Mar 22, 2016 to presentfactForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Nov 8, 2011 to Apr 5, 2016factForm ADV
→ P••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Apr 22, 2008 to Nov 9, 2011factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63635143-95bb-030c-2892-f42da47e09f4
First observed: Mar 22, 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.