DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor14 years in industry

D•• E••••• J•••••

Advisor at A••••• A•••••••

LOGAN, 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:864594e7-7731-9f15-8238-2e788d6c8389

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Aug 29, 2013 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: A••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 4, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• A•••••••	Independent wealth	Apr 8, 2022	n/a	yes	LOGAN, UT	Current employment
C•••••• F•••••••• A•••••••	State registered	Oct 21, 2022	Mar 17, 2026	no	Providence, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• A•••••••	n/a	Mar 17, 2026	n/a	n/a	Departure no registered destination	Departure
C••• C•••••• W••••• M••••••••• L••	A••••• A•••••••	Jun 2, 2022	Apr 8, 2022	-55

Team moves

••• Locked

Team	Left	Joined	From	Kind
307220:151762:UT:2022-06-02	Jun 2, 2022	Apr 8, 2022	PROVIDENCE, UT	Firm change after gap
153184:157314:UT:2015-06-29	Jun 29, 2015	Aug 4, 2015	LOGAN, UT	Firm change

Relationships

Registered with (7)

→ A••••• A•••••••Registered adviserregistration: current employment
Apr 8, 2022 to presentfactForm ADV
→ C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Oct 21, 2022 to Mar 17, 2026factForm ADV
→ C••• C•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 17, 2021 to Jun 2, 2022factForm ADV
→ A•••• W••••• A•••••••

Dated events

Occurred
Mar 17, 2026
Advisor departed, no destination yet
D•• E••••• J••••• no longer registered at C•••••• F•••••••• A•••••••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Jun 2, 2022
Advisor changed firm
D•• E••••• J••••• left C••• C•••••• W••••• M••••••••• L•• for A••••• A••••••• (registered 2022-04-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:864594e7-7731-9f15-8238-2e788d6c8389
First observed: Aug 29, 2013
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.