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E••• S•••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor34 years in industry

E••• S•••••• B•••••

Advisor at A••••• A•••••••

LOGAN, UT | Draper, UT

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Search this name across graphsid dfx:ria:a9d44975-d316-fd28-235f-7a0e0b61e3c7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Feb 10, 2012 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

E••• S•••••• B•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

E••• S•••••• B•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• A•••••••	Independent wealth	Jan 10, 2019	n/a	yes	LOGAN, UT\|Draper, UT	Current employment
A••••• A•••••••	Independent wealth	Feb 10, 2012	Dec 31, 2018	no	SAN DIEGO, CA\|SLC, UT\|SAN DIEGO, CA

Relationships

Registered with (1)

→ A••••• A•••••••Registered adviserregistration: previous registration
Feb 10, 2012 to Dec 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9d44975-d316-fd28-235f-7a0e0b61e3c7
First observed: Feb 10, 2012
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.