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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

J••••• A• F••••••

Advisor at M••• W•••••

Park City, UT | VENICE, CA

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:7c5f8ed4-b92d-6c8d-f6a1-c7d8d98d9821

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 6
On other graphs: 0
Observed: Mar 31, 2014 to Sep 16, 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•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• W•••••	State registered	Aug 18, 2026	n/a	yes	Park City, UT\|VENICE, CA	Current employment
B••• W••••• G••••• I••	Independent wealth	Oct 12, 2022	Jan 10, 2024	no	Park City, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• W••••• G••••• I••	M••• W•••••	Jan 10, 2024	Aug 18, 2026	951	Firm change after gap	RIA to state RIA
B••• W••••• A•••••••• I•••	B••• W••••• G••••• I••	Oct 7, 2022	Oct 12, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
46173:109867:WY:2019-04-30	Apr 30, 2019	Jul 1, 2019	ROCK SPRINGS, WY	Firm change
6627:46173:UT:2017-03-16	Mar 16, 2017	Apr 19, 2017	SALT LAKE CITY, UT	Firm change

Relationships

Registered with (5)

→ M••• W•••••Registered adviserregistration: current employment
Aug 18, 2026 to presentfactForm ADV
→ B••• W••••• G••••• I••Registered adviserregistration: previous registration
Oct 12, 2022 to Jan 10, 2024factForm ADV
→ B••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 1, 2019 to Oct 7, 2022factForm ADV
→ P••• A••••• S••••••••• L••

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 10, 2024
Advisor changed firm
J••••• A• F•••••• left B••• W••••• G••••• I•• for M••• W••••• (registered 2026-08-18)
Form ADVobserved 7 days ago
Occurred
Oct 7, 2022
Advisor changed firm
J••••• A• F•••••• left B••• W••••• A•••••••• I••• for B••• W••••• G••••• I•• (registered 2022-10-12)
Form ADVobserved 7 days ago

Show 4 bookkeeping events

Occurred
Sep 15, 2026
J••••• A• F•••••• added a FL registration at M••• W•••••
Occurred
Aug 18, 2026
J••••• A• F•••••• added a CA registration at M••• W•••••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c5f8ed4-b92d-6c8d-f6a1-c7d8d98d9821
First observed: Mar 31, 2014
Last observed: Sep 16, 2026 6 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.