V••••••• F••

Advisor at S••••••••• W•••••• L••

LEHI, 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:6d6c099d-f5a3-b497-970d-c21bdd8336a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 14, 2018 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••••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• W•••••• L••	Independent wealth	Jan 27, 2022	n/a	yes	LEHI, UT	Current employment
W•••• F•••• A•••••••	Wirehouse	Jun 14, 2018	Oct 29, 2021	no	SALT LAKE CITY, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	S••••••••• W•••••• L••	Oct 29, 2021	Jan 27, 2022	90	Firm change	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:315843:UT:2021-10-29	Oct 29, 2021	Jan 27, 2022	SALT LAKE CITY, UT	Firm change

Relationships

Registered with (2)

→ S••••••••• W•••••• L••Registered adviserregistration: current employment
Jan 27, 2022 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 14, 2018 to Oct 29, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d6c099d-f5a3-b497-970d-c21bdd8336a7
First observed: Jun 14, 2018
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.