DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

D••••• M••• W•••••

Advisor at D•••• W••••• A•••••••

LEHI, UT

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Search this name across graphsid dfx:ria:7d97d292-48a8-bc10-2a5c-1ab512528cdd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 3, 2021 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: D•••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• W••••• A•••••••	Independent wealth	Oct 16, 2024	n/a	yes	LEHI, UT	Current employment
F•••••••• W••••• M••••••••• L••	Former SEC adviser	Jun 3, 2021	Dec 16, 2022	no	DRAPER, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• W••••• M••••••••• L••	D•••• W••••• A•••••••	Dec 16, 2022	Oct 16, 2024	670	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
153881:174728:UT:2022-12-16	Dec 16, 2022	Oct 16, 2024	DRAPER, UT	Firm change after gap

Relationships

Registered with (2)

→ D•••• W••••• A•••••••Registered adviserregistration: current employment
Oct 16, 2024 to presentfactForm ADV
→ F•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 3, 2021 to Dec 16, 2022factForm ADV

Dated events

Occurred
Dec 16, 2022
Advisor changed firm
D••••• M••• W••••• left F•••••••• W••••• M••••••••• L•• for D•••• W••••• A••••••• (registered 2024-10-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d97d292-48a8-bc10-2a5c-1ab512528cdd
First observed: Jun 3, 2021
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.