DFX Intelligence

C••• R••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

C••• R••• P••••••

Advisor at D••••• R••••••••• P••••••• I•••

LEHI, UT | Lehi, UT

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Search this name across graphsid dfx:ria:9f1d700d-d675-243a-1bc4-9730789421b0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 24, 2022 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••••• R••••••••• P••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••• R••••••••• P••••••• I•••	Independent wealth	Jul 10, 2023	n/a	yes	LEHI, UT\|Lehi, UT	Current employment
A••••• A•••••••	Independent wealth	Jun 24, 2022	Jul 31, 2023	no	Logan, UT\|LOGAN, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A•••••••	D••••• R••••••••• P••••••• I•••	Jul 31, 2023	Jul 10, 2023	-21	Firm change	RIA to RIA

Relationships

Registered with (2)

→ D••••• R••••••••• P••••••• I•••Registered adviserregistration: current employment
Jul 10, 2023 to presentfactForm ADV
→ A••••• A•••••••Registered adviserregistration: previous registration
Jun 24, 2022 to Jul 31, 2023factForm ADV

Dated events

Occurred
Jul 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f1d700d-d675-243a-1bc4-9730789421b0
First observed: Jun 24, 2022
Last observed: Sep 15, 2026 7 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.