DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J•••• R••• J•••••

Advisor at W•••• F•••• A•••••••

COTTONWOOD HEIGHTS, UT

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Search this name across graphsid dfx:ria:6dbcc768-3235-385c-b55b-bad7e5956a66

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2016 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
W•••• F•••• A•••••••	Wirehouse	Jul 21, 2022	n/a	yes	COTTONWOOD HEIGHTS, UT	Current employment
W•••• F•••• A•••••••	Wirehouse	Oct 24, 2016	Jul 21, 2022	no	SALT LAKE CITY, UT\|HOLLADAY, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Jul 21, 2022	Jul 21, 2022	0	Channel change	Wirehouse to wirehouse

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:UT:2022-07-07	Jul 21, 2022	Jul 21, 2022	HOLLADAY, UT	Firm change

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jul 21, 2022 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 24, 2016 to Jul 21, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6dbcc768-3235-385c-b55b-bad7e5956a66
First observed: Oct 24, 2016
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.