DFX Intelligence

T•••• C••• J•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

T•••• C••• J•••••

Advisor at S••••• G••••• I••••••••• L••

THATCHER, AZ | BOUNTIFUL, UT

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Aug 12, 2021 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: S••••• G••••• I••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• G••••• I••••••••• L••	Mixed wealth	Nov 15, 2024	n/a	yes	BOUNTIFUL, UT\|THATCHER, AZ	Current employment
D•••••••• A••••••• S•••••••• L••	Bd affiliated wealth	Dec 18, 2023	Nov 12, 2024	no	SOUTH JORDAN, UT\|THATCHER, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••••• A••••••• S•••••••• L••	S••••• G••••• I••••••••• L••	Nov 12, 2024	Nov 15, 2024	3	Firm change	Ibd to RIA
D••• I••••••••• L••	D•••••••• A••••••• S•••••••• L••	Dec 31, 2023	Dec 18, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
326060:157091:AZ:2024-11-12	Nov 12, 2024	Nov 15, 2024	THATCHER, AZ	Firm change
16164:155576:AZ:2022-06-01	Jun 1, 2022	Jun 14, 2022	MESA, AZ	Firm change

Relationships

Registered with (4)

→ S••••• G••••• I••••••••• L••Registered adviserregistration: current employment
Nov 15, 2024 to presentfactForm ADV
→ D•••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 18, 2023 to Nov 12, 2024factForm ADV
→ D••• I••••••••• L••Registered adviserregistration: previous registration
Jun 14, 2022 to Dec 31, 2023factForm ADV
→ T••••••••• F•••••••• A•••••••• L••

Dated events

Order

Occurred
12 Nov 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
31 Dec 2023
Advisor changed firm
••• Locked
Form ADV
Occurred
1 Jun 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 12, 2021
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.