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B•••• D• M••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor29 years in industry

B•••• D• M••••

Advisor at C••••••

Salt Lake City, 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:6904300c-08e7-0220-2f5e-60095ad8ec0d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 28, 1997 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: C••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 11, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

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
C••••••	Independent wealth	Jan 24, 2024	n/a	yes	Salt Lake City, UT	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Apr 4, 2017	Jan 31, 2024	no	SALT LAKE CITY, UT

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
L•• F•••••••• L••	C••••••	Jan 31, 2024	Jan 24, 2024	-7	Firm change	Ibd to RIA
Z•••• C•••••• A•••••••• I•••	L•• F•••••••• L••	Apr 4, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6413:319448:UT:2024-01-31	Jan 31, 2024	Jan 24, 2024	SALT LAKE CITY, UT	Firm change

Relationships

Registered with (5)

→ C••••••Registered adviserregistration: current employment
Jan 24, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 4, 2017 to Jan 31, 2024factForm ADV
→ Z•••• C•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 12, 2006 to Apr 4, 2017factForm ADV
→ Z•••• D•••••• I•••Registered adviser

Dated events

Occurred
Jan 31, 2024
Advisor changed firm
B•••• D• M•••• left L•• F•••••••• L•• for Corient (registered 2024-01-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6904300c-08e7-0220-2f5e-60095ad8ec0d
First observed: Aug 28, 1997
Last observed: Sep 14, 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.