DFX Intelligence

B•••• V••••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

B•••• V••••• C•••••••

Advisor at M••••• W••••• M••••••••• L••

Bountiful, UT

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Search this name across graphsid dfx:ria:7412acac-099f-13f6-0f76-28833829a038

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 7, 2014 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: M••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• M••••••••• L••	Independent wealth	Dec 19, 2017	n/a	yes	Bountiful, UT	Current employment
F•••••••• I•••••• C•••••	Former SEC adviser	Mar 22, 2016	Dec 4, 2017	no	SALT LAKE CITY, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• I•••••• C•••••	M••••• W••••• M••••••••• L••	Dec 4, 2017	Dec 19, 2017	15	Firm change	Other
T•• I•••••• G••••• I•••	F•••••••• I•••••• C•••••	Mar 25, 2016	Mar 22, 2016

Relationships

Registered with (3)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Dec 19, 2017 to presentfactForm ADV
→ F•••••••• I•••••• C•••••Registered adviserregistration: previous registration
Mar 22, 2016 to Dec 4, 2017factForm ADV
→ T•• I•••••• G••••• I•••Registered adviserregistration: previous registration
Nov 7, 2014 to Mar 25, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7412acac-099f-13f6-0f76-28833829a038
First observed: Nov 7, 2014
Last observed: Sep 14, 2026 9 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.