DFX Intelligence

W••••• C•••• J•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

W••••• C•••• J•••

Advisor at P••••••• W••••• G••••• L••

Provo, UT | PROVO, UT

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Search this name across graphsid dfx:ria:67bc22be-1938-f300-6584-03a910ff1155

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2013 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: P••••••• W••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 3, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W••••• G••••• L••	Independent wealth	Apr 25, 2023	n/a	yes	Provo, UT\|PROVO, UT	Current employment
T••••••••• C••••••• L••	Asset manager	Jul 30, 2019	Jun 13, 2023	no	LEHI, UT\|Provo, UT\|Provo, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• C••••••• L••	P••••••• W••••• G••••• L••	Jun 13, 2023	Apr 25, 2023	-49	Bulk transfer	RIA to new firm
C• A••••••• S•••••••	T••••••••• C••••••• L••	Oct 7, 2019	Jul 30, 2019

Relationships

Registered with (3)

→ P••••••• W••••• G••••• L••Registered adviserregistration: current employment
Apr 25, 2023 to presentfactForm ADV
→ T••••••••• C••••••• L••Registered adviserregistration: previous registration
Jul 30, 2019 to Jun 13, 2023factForm ADV
→ C• A••••••• S•••••••Registered adviserregistration: previous registration
Jan 8, 2013 to Oct 7, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67bc22be-1938-f300-6584-03a910ff1155
First observed: Jan 8, 2013
Last observed: Sep 15, 2026 8 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.