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RIA / WealthAdvisor20 years in industry

DAX K WESTLUND

Advisor at DIGITAL ASCENSION GROUP - WEALTH

West Bountiful, UT | DALLAS, TX

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Search this name across graphsid dfx:ria:63c23214-057e-aeb5-8bd5-63fb6768f928

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Jul 12, 2011 to Sep 15, 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: DIGITAL ASCENSION GROUP - WEALTH
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 27, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Feb 27, 2006
First registration: Jul 12, 2011
Dual registered: no
Other names: DAX KIRK WESTLUND|Dax Westlund
IAPD individual key: 5099759

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIGITAL ASCENSION GROUP - WEALTH	Other adviser	Mar 30, 2026	n/a	yes	DALLAS, TX\|West Bountiful, UT	Current employment
MORGAN STANLEY	Wirehouse	May 16, 2023	Jun 4, 2025	no	Sandy, UT	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Sep 16, 2022	Sep 5, 2023	no	SANDY, UT\|ARLINGTON, VA	Previous registration
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Jan 6, 2022	Aug 25, 2022	no	GREENWOOD VILLAGE, CO\|WEST BOUNTIFUL, UT	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 14, 2021	Dec 23, 2021	no	SALT LAKE CITY, UT\|ST. LOUIS, MO	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 17, 2019	Nov 30, 2020	no	SALT LAKE CITY, UT	Previous registration
EDWARD JONES	National bd RIA	Apr 16, 2018	Oct 25, 2018	no	CENTERVILLE, UT\|West Bountiful, UT\|ST LOUIS, MO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 15, 2015	Feb 21, 2018	no	SALT LAKE CITY, UT	Previous registration
MORGAN STANLEY	Wirehouse	Jan 15, 2013	Jan 27, 2015	no	SOUTH JORDAN, UT	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jul 12, 2011	Dec 14, 2012	no	ARLINGTON, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	DIGITAL ASCENSION GROUP - WEALTH	Jun 4, 2025	Mar 30, 2026	299	Firm change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Sep 5, 2023	May 16, 2023	-112	Bulk transfer	RIA to wirehouse
EMPOWER ADVISORY GROUP, LLC	E*TRADE CAPITAL MANAGEMENT, LLC	Aug 25, 2022	Sep 16, 2022	22	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	EMPOWER ADVISORY GROUP, LLC	Dec 23, 2021	Jan 6, 2022	14	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	WELLS FARGO ADVISORS	Nov 30, 2020	Jun 14, 2021	196	Firm change	Ibd to wirehouse
EDWARD JONES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 25, 2018	Jul 17, 2019	265	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	EDWARD JONES	Feb 21, 2018	Apr 16, 2018	54	Firm change	Wirehouse to ibd
MORGAN STANLEY	WELLS FARGO ADVISORS	Jan 27, 2015	Jan 15, 2015	-12	Firm change	Wirehouse to wirehouse
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Dec 14, 2012	Jan 15, 2013	32	Firm change	Other

Relationships

Registered with (7)

→ DIGITAL ASCENSION GROUP - WEALTHRegistered adviserregistration: current employment
Mar 30, 2026 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 16, 2023 to Jun 4, 2025factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 16, 2022 to Sep 5, 2023factForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Jan 6, 2022 to Aug 25, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 14, 2021 to Dec 23, 2021factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 17, 2019 to Nov 30, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 16, 2018 to Oct 25, 2018factForm ADV

Dated events

Occurred
Jun 4, 2025
Advisor changed firm
Dax K Westlund left Morgan Stanley for Digital Ascension Group - Wealth (registered 2026-03-30)
Form ADVobserved 6 days ago
Occurred
Aug 25, 2022
Advisor changed firm
Dax K Westlund left Empower Advisory Group, Llc for E*Trade Capital Management, Llc (registered 2022-09-16)
Form ADVobserved 6 days ago