L••• A• G••••••

Advisor at D•••• W••••• A•••••••

LEHI, UT | Sandy, 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:8e2823d6-2c5f-579e-005e-75c210458282

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 5, 2006 to Sep 15, 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: Jan 1, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• W••••• A•••••••	Independent wealth	Mar 26, 2021	n/a	yes	Sandy, UT\|LEHI, UT	Current employment
M••••••• C•••••• L••	n/a	Jan 21, 2020	Jan 7, 2021	no	LEHI, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• C•••••• L••	D•••• W••••• A•••••••	Jan 7, 2021	Mar 26, 2021	78	Firm change	Other
K••• C•••••• A•••••••• L••	M••••••• C•••••• L••	Dec 18, 2018	Jan 21, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
294464:174728:UT:2021-01-07	Jan 7, 2021	Mar 26, 2021	LEHI, UT	Firm change

Relationships

Registered with (3)

→ D•••• W••••• A•••••••Registered adviserregistration: current employment
Mar 26, 2021 to presentfactForm ADV
→ M••••••• C•••••• L••Registered adviserregistration: previous registration
Jan 21, 2020 to Jan 7, 2021factForm ADV
→ K••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 27, 2009 to Dec 18, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e2823d6-2c5f-579e-005e-75c210458282
First observed: Dec 5, 2006
Last observed: Sep 15, 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.