DFX Intelligence

P••• A••• V••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

P••• A••• V••••••••

Advisor at T••••••••• F•••••••• A•••••••• L••

St. George, UT | BENTONVILLE, AR

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Search this name across graphsid dfx:ria:8d4cb82d-08ab-f5ee-09d9-34ffd481649d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 4, 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: T••••••••• F•••••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Aug 4, 2026	n/a	yes	BENTONVILLE, AR\|St. George, UT	Current employment
T••••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Mar 4, 2013	Nov 15, 2019	no	OREM, UT

Relationships

Registered with (1)

→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 4, 2013 to Nov 15, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d4cb82d-08ab-f5ee-09d9-34ffd481649d
First observed: Mar 4, 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.